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 | $78,775 | $92,222-14.6% | $76,768+2.6% | $135,375-41.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.78% | 5.46%-7.2pp | 2.43%-4.2pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,298 | $3,216-28.5% | $2,485-7.5% | $4,779-51.9% |
| Participant deferral / active EE | $4,436 | $4,509-1.6% | $3,852+15.2% | $5,609-20.9% |
| Admin fee / account holder | $254 | $10,748-97.6% | $6,675-96.2% | $10,827-97.7% |