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 | $45,773 | $147,167-68.9% | $111,392-58.9% | $135,375-66.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.42% | -4.44%-1.0pp | -2.06%-3.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,394 | $5,204-54.0% | $4,328-44.7% | $4,779-49.9% |
| Participant deferral / active EE | $10,122 | $6,565+54.2% | $5,567+81.8% | $5,609+80.5% |
| Admin fee / account holder | $15 | $20,270-99.9% | $12,266-99.9% | $10,827-99.9% |