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 | $57,596 | $64,307-10.4% | $57,343+0.4% | $125,391-54.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.74% | 25.12%-24.4pp | 24.39%-23.7pp | 282.22%-281.5pp |
| Employer contribution / active EE | $2,629 | $3,193-17.7% | $2,689-2.2% | $4,866-46.0% |
| Participant deferral / active EE | $2,975 | $3,848-22.7% | $3,162-5.9% | $5,352-44.4% |
| Admin fee / account holder | $30 | $5,242-99.4% | $3,356-99.1% | $9,540-99.7% |