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 | $24,502 | $211,958-88.4% | $169,463-85.5% | $135,375-81.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.56% | 3.26%-10.8pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $6,987 | $5,120+36.5% | $4,159+68.0% | $4,779+46.2% |
| Participant deferral / active EE | $5,278 | $6,075-13.1% | $5,2770% | $5,609-5.9% |
| Admin fee / account holder | $163 | $11,471-98.6% | $9,109-98.2% | $10,827-98.5% |