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 | $54,580 | $168,632-67.6% | $147,614-63.0% | $125,391-56.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.20% | 77.65%-79.8pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,742 | $6,252-40.1% | $5,564-32.7% | $4,866-23.1% |
| Participant deferral / active EE | $6,291 | $5,507+14.2% | $4,895+28.5% | $5,352+17.6% |
| Admin fee / account holder | $246 | $13,580-98.2% | $11,611-97.9% | $9,540-97.4% |