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 | $49,296 | $140,588-64.9% | $123,104-60.0% | $125,391-60.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.24% | 16.80%-17.0pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $13,047 | $6,041+116.0% | $5,151+153.3% | $4,866+168.1% |
| Participant deferral / active EE | $5,351 | $6,980-23.3% | $6,230-14.1% | $5,3520% |
| Admin fee / account holder | $33 | $11,198-99.7% | $9,015-99.6% | $9,540-99.7% |