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 | $51,453 | $72,177-28.7% | $115,037-55.3% | $59,632-13.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.49% | 12.02%-10.5pp | 26.14%-24.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,561 | $4,783-25.5% | $6,026-40.9% | $3,192+11.6% |
| Admin fee / account holder | $187 | $4,927-96.2% | $8,175-97.7% | $4,297-95.6% |