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 | $37,931 | $211,958-82.1% | $169,463-77.6% | $135,375-72.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.66% | 3.26%-7.9pp | 1.83%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,813 | $5,120-64.6% | $4,159-56.4% | $4,779-62.1% |
| Participant deferral / active EE | $5,282 | $6,075-13.1% | $5,277+0.1% | $5,609-5.8% |
| Admin fee / account holder | $170 | $11,471-98.5% | $9,109-98.1% | $10,827-98.4% |