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 | $27,981 | $95,862-70.8% | $79,550-64.8% | $134,475-79.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.79% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,867 | $3,128-40.3% | $2,413-22.6% | $4,740-60.6% |
| Participant deferral / active EE | $4,397 | $4,693-6.3% | $3,985+10.3% | $6,400-31.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |