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 | $41,302 | $135,635-69.5% | $110,238-62.5% | $135,375-69.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.19% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,826 | $4,906-62.8% | $3,826-52.3% | $4,779-61.8% |
| Participant deferral / active EE | $2,914 | $5,506-47.1% | $4,672-37.6% | $5,609-48.0% |
| Admin fee / account holder | $42 | $11,457-99.6% | $8,547-99.5% | $10,827-99.6% |