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 | $57,467 | $168,632-65.9% | $147,614-61.1% | $125,391-54.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.19% | 77.65%-77.5pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,412 | $6,252-61.4% | $5,564-56.6% | $4,866-50.4% |
| Participant deferral / active EE | $3,264 | $5,507-40.7% | $4,895-33.3% | $5,352-39.0% |
| Admin fee / account holder | $5 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |