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 | $25,695 | $211,958-87.9% | $169,463-84.8% | $135,375-81.0% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -0.62% | 3.26%-3.9pp | 1.83%-2.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $620 | $5,120-87.9% | $4,159-85.1% | $4,779-87.0% |
| Participant deferral / active EE | $1,295 | $6,075-78.7% | $5,277-75.5% | $5,609-76.9% |
| Admin fee / account holder | $195 | $11,471-98.3% | $9,109-97.9% | $10,827-98.2% |