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 | $65,935 | $167,484-60.6% | $151,611-56.5% | $134,475-51.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -17.62% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,672 | $8,986+18.8% | $8,363+27.6% | $6,400+66.8% |
| Admin fee / account holder | $280 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |