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 | $58,127 | $167,484-65.3% | $151,611-61.7% | $134,475-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.49% | 7.80%-7.3pp | 3.33%-2.8pp | 417.96%-417.5pp |
| Employer contribution / active EE | $2,873 | $6,829-57.9% | $6,166-53.4% | $4,740-39.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $139 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |