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 | $49,796 | $127,386-60.9% | $115,037-56.7% | $125,391-60.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,845 | $5,166-44.9% | $4,608-38.3% | $4,866-41.5% |
| Participant deferral / active EE | $5,647 | $6,423-12.1% | $6,026-6.3% | $5,352+5.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |