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 | $51,299 | $73,867-30.6% | $143,757-64.3% | $68,494-25.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 30.80% | 1.01%+29.8pp | -0.04%+30.8pp | -7.84%+38.6pp |
| Employer contribution / active EE | $2,155 | $3,184-32.3% | $4,951-56.5% | $2,596-17.0% |
| Participant deferral / active EE | $4,771 | $3,384+41.0% | $5,637-15.4% | $4,027+18.5% |
| Admin fee / account holder | $166 | $5,755-97.1% | $14,673-98.9% | $5,403-96.9% |