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 | $28,255 | $49,177-42.5% | $79,464-64.4% | $64,186-56.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.02% | -1.16%+10.2pp | 718.14%-709.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $3,018 | $2,076+45.4% | $2,800+7.8% | $2,381+26.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $162 | $3,839-95.8% | $5,113-96.8% | $4,888-96.7% |