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 | $57,360 | $167,484-65.8% | $151,611-62.2% | $134,475-57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.93% | 7.80%-27.7pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,870 | $6,829-72.6% | $6,166-69.7% | $4,740-60.6% |
| Participant deferral / active EE | $10,000 | $8,986+11.3% | $8,363+19.6% | $6,400+56.3% |
| Admin fee / account holder | $24 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |