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 | $51,849 | $97,044-46.6% | $83,333-37.8% | $135,375-61.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.64% | 12.31%-17.0pp | 10.63%-15.3pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,115 | $4,143-73.1% | $3,379-67.0% | $4,779-76.7% |
| Participant deferral / active EE | $6,867 | $5,964+15.1% | $5,565+23.4% | $5,609+22.4% |
| Admin fee / account holder | $40 | $8,380-99.5% | $7,510-99.5% | $10,827-99.6% |