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 | $63,444 | $127,386-50.2% | $115,037-44.8% | $125,391-49.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.29% | 31.28%-32.6pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $15,536 | $5,166+200.7% | $4,608+237.2% | $4,866+219.3% |
| Participant deferral / active EE | $13,425 | $6,423+109.0% | $6,026+122.8% | $5,352+150.9% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |