See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,364 | $158,817-57.0% | $121,196-43.6% | $135,375-49.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.60% | -0.64%-4.0pp | 16.93%-21.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $623 | $5,665-89.0% | $4,022-84.5% | $4,779-87.0% |
| Participant deferral / active EE | $4,462 | $4,005+11.4% | $3,344+33.4% | $5,609-20.4% |
| Admin fee / account holder | $55 | $6,512-99.2% | $5,019-98.9% | $10,827-99.5% |