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 | $56,073 | $75,935-26.2% | $60,547-7.4% | $125,391-55.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 1.30% | -5.38%+6.7pp | 335.64%-334.3pp | 282.22%-280.9pp |
| Employer contribution / active EE | $2,718 | $3,438-20.9% | $2,419+12.4% | $4,866-44.1% |
| Participant deferral / active EE | $3,367 | $4,506-25.3% | $3,328+1.2% | $5,352-37.1% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |