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 | $108,563 | $90,519+19.9% | $93,789+15.8% | $134,475-19.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.72% | -15.72%-1.0pp | -11.33%-5.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,431 | $4,343-44.0% | $4,323-43.8% | $4,740-48.7% |
| Participant deferral / active EE | $5,896 | $5,978-1.4% | $6,094-3.3% | $6,400-7.9% |
| Admin fee / account holder | $20 | $9,252-99.8% | $7,195-99.7% | $11,426-99.8% |