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 | $57,734 | $127,386-54.7% | $115,037-49.8% | $125,391-54.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.58% | 31.28%-31.9pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,108 | $5,166-78.6% | $4,608-76.0% | $4,866-77.2% |
| Participant deferral / active EE | $2,148 | $6,423-66.6% | $6,026-64.4% | $5,352-59.9% |
| Admin fee / account holder | $291 | $9,516-96.9% | $8,175-96.4% | $9,540-97.0% |