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 | $41,835 | $127,386-67.2% | $115,037-63.6% | $125,391-66.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.07% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $14,517 | $5,166+181.0% | $4,608+215.0% | $4,866+198.3% |
| Participant deferral / active EE | $13,081 | $6,423+103.7% | $6,026+117.1% | $5,352+144.4% |
| Admin fee / account holder | $52 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |