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 | $78,943 | $49,177+60.5% | $79,464-0.7% | $64,186+23.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.87% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,787 | $2,076+82.4% | $2,800+35.2% | $2,381+59.1% |
| Participant deferral / active EE | $8,788 | $2,821+211.5% | $3,704+137.3% | $3,470+153.3% |
| Admin fee / account holder | $23 | $3,839-99.4% | $5,113-99.6% | $4,888-99.5% |