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 | $28,484 | $190,805-85.1% | $159,960-82.2% | $134,475-78.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.20% | 552.23%-566.4pp | 408.60%-422.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,325 | $4,995-73.5% | $4,226-68.6% | $4,740-72.0% |
| Participant deferral / active EE | $3,597 | $6,923-48.0% | $6,182-41.8% | $6,400-43.8% |
| Admin fee / account holder | $3 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |