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 | $35,067 | $127,386-72.5% | $115,037-69.5% | $125,391-72.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.62% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $5,753 | $5,166+11.4% | $4,608+24.9% | $4,866+18.2% |
| Participant deferral / active EE | $6,235 | $6,423-2.9% | $6,026+3.5% | $5,352+16.5% |
| Admin fee / account holder | $79 | $9,516-99.2% | $8,175-99.0% | $9,540-99.2% |