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 | $48,778 | $50,958-4.3% | $74,550-34.6% | $64,186-24.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.62% | -1.86%+2.5pp | 32.53%-31.9pp | 7.63%-7.0pp |
| Employer contribution / active EE | $2,712 | $1,115+143.2% | $1,961+38.3% | $2,381+13.9% |
| Participant deferral / active EE | $6,781 | $2,301+194.6% | $3,108+118.2% | $3,470+95.4% |
| Admin fee / account holder | $158 | $4,223-96.3% | $5,060-96.9% | $4,888-96.8% |