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 | $62,804 | $97,044-35.3% | $83,333-24.6% | $135,375-53.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.20% | 12.31%-16.5pp | 10.63%-14.8pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,414 | $4,143-41.7% | $3,379-28.6% | $4,779-49.5% |
| Participant deferral / active EE | $5,221 | $5,964-12.5% | $5,565-6.2% | $5,609-6.9% |
| Admin fee / account holder | $34 | $8,380-99.6% | $7,510-99.6% | $10,827-99.7% |