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 | $51,853 | $211,958-75.5% | $169,463-69.4% | $135,375-61.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.83% | 3.26%-10.1pp | 1.83%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,135 | $5,120-38.8% | $4,159-24.6% | $4,779-34.4% |
| Participant deferral / active EE | $12,842 | $6,075+111.4% | $5,277+143.4% | $5,609+129.0% |
| Admin fee / account holder | $208 | $11,471-98.2% | $9,109-97.7% | $10,827-98.1% |