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 | $49,083 | $127,386-61.5% | $115,037-57.3% | $125,391-60.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.11% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,923 | $5,166-62.8% | $4,608-58.3% | $4,866-60.5% |
| Participant deferral / active EE | $4,007 | $6,423-37.6% | $6,026-33.5% | $5,352-25.1% |
| Admin fee / account holder | $266 | $9,516-97.2% | $8,175-96.7% | $9,540-97.2% |