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 | $80,610 | $127,386-36.7% | $115,037-29.9% | $125,391-35.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.20% | 31.28%-31.1pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,062 | $5,166-60.1% | $4,608-55.3% | $4,866-57.6% |
| Participant deferral / active EE | $6,871 | $6,423+7.0% | $6,026+14.0% | $5,352+28.4% |
| Admin fee / account holder | $25 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |