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 | $81,037 | $92,222-12.1% | $76,768+5.6% | $135,375-40.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.04% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,799 | $3,216-44.1% | $2,485-27.6% | $4,779-62.4% |
| Participant deferral / active EE | $8,351 | $4,509+85.2% | $3,852+116.8% | $5,609+48.9% |
| Admin fee / account holder | $207 | $10,748-98.1% | $6,675-96.9% | $10,827-98.1% |