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 | $60,187 | $105,860-43.1% | $90,749-33.7% | $134,475-55.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.78% | -11.01%-7.8pp | -12.16%-6.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,086 | $3,462-10.9% | $2,921+5.7% | $4,740-34.9% |
| Participant deferral / active EE | $3,858 | $5,216-26.0% | $4,564-15.5% | $6,400-39.7% |
| Admin fee / account holder | $191 | $13,938-98.6% | $8,445-97.7% | $11,426-98.3% |