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 | $68,258 | $167,307-59.2% | $143,757-52.5% | $134,475-49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.13% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,840 | $5,619-67.3% | $4,951-62.8% | $4,740-61.2% |
| Participant deferral / active EE | $8,111 | $6,446+25.8% | $5,637+43.9% | $6,400+26.7% |
| Admin fee / account holder | $228 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |