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 | $75,683 | $127,386-40.6% | $115,037-34.2% | $125,391-39.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.61% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $12,153 | $5,166+135.3% | $4,608+163.8% | $4,866+149.8% |
| Participant deferral / active EE | $7,960 | $6,423+23.9% | $6,026+32.1% | $5,352+48.7% |
| Admin fee / account holder | $31 | $9,516-99.7% | $8,175-99.6% | $9,540-99.7% |