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 | $55,140 | $65,703-16.1% | $94,224-41.5% | $59,632-7.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.38% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $5,223 | $2,021+158.5% | $3,587+45.6% | $2,203+137.1% |
| Participant deferral / active EE | $2,475 | $3,143-21.2% | $4,320-42.7% | $3,192-22.4% |
| Admin fee / account holder | $158 | $4,264-96.3% | $6,269-97.5% | $4,297-96.3% |