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 | $26,180 | $87,540-70.1% | $75,781-65.5% | $125,391-79.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.87% | 13.48%-16.4pp | 9.68%-12.5pp | 282.22%-285.1pp |
| Employer contribution / active EE | $3,311 | $3,930-15.8% | $3,323-0.4% | $4,866-32.0% |
| Participant deferral / active EE | $7,915 | $4,229+87.2% | $3,651+116.8% | $5,352+47.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |