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 | $80,651 | $167,484-51.8% | $151,611-46.8% | $134,475-40.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.33% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $10,947 | $6,829+60.3% | $6,166+77.5% | $4,740+131.0% |
| Participant deferral / active EE | $8,158 | $8,986-9.2% | $8,363-2.5% | $6,400+27.5% |
| Admin fee / account holder | $115 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |