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 | $64,819 | $211,958-69.4% | $169,463-61.8% | $135,375-52.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.90% | 3.26%-7.2pp | 1.83%-5.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,396 | $5,120-72.7% | $4,159-66.4% | $4,779-70.8% |
| Participant deferral / active EE | $2,486 | $6,075-59.1% | $5,277-52.9% | $5,609-55.7% |
| Admin fee / account holder | $29 | $11,471-99.7% | $9,109-99.7% | $10,827-99.7% |