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 | $31,213 | $158,817-80.3% | $121,196-74.2% | $135,375-76.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 1.25% | -0.64%+1.9pp | 16.93%-15.7pp | 519.73%-518.5pp |
| Employer contribution / active EE | $228 | $5,665-96.0% | $4,022-94.3% | $4,779-95.2% |
| Participant deferral / active EE | $6,003 | $4,005+49.9% | $3,344+79.5% | $5,609+7.0% |
| Admin fee / account holder | $114 | $6,512-98.2% | $5,019-97.7% | $10,827-98.9% |