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 | $25,457 | $167,307-84.8% | $143,757-82.3% | $134,475-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.19% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,476 | $5,619-73.7% | $4,951-70.2% | $4,740-68.9% |
| Participant deferral / active EE | $4,013 | $6,446-37.7% | $5,637-28.8% | $6,400-37.3% |
| Admin fee / account holder | $109 | $18,088-99.4% | $14,673-99.3% | $11,426-99.0% |