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 | $40,931 | $127,386-67.9% | $115,037-64.4% | $125,391-67.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.65% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,687 | $5,166-48.0% | $4,608-41.7% | $4,866-44.8% |
| Participant deferral / active EE | $6,884 | $6,423+7.2% | $6,026+14.2% | $5,352+28.6% |
| Admin fee / account holder | $46 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |