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 | $42,491 | $129,942-67.3% | $104,294-59.3% | $134,475-68.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.30% | 42.03%-55.3pp | 24.61%-37.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $11,129 | $4,184+166.0% | $3,372+230.1% | $4,740+134.8% |
| Participant deferral / active EE | $3,714 | $5,588-33.5% | $4,625-19.7% | $6,400-42.0% |
| Admin fee / account holder | $264 | $9,323-97.2% | $7,339-96.4% | $11,426-97.7% |