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 | $56,159 | $167,307-66.4% | $143,757-60.9% | $134,475-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.35% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $5,610 | $5,619-0.2% | $4,951+13.3% | $4,740+18.4% |
| Participant deferral / active EE | $4,351 | $6,446-32.5% | $5,637-22.8% | $6,400-32.0% |
| Admin fee / account holder | $214 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |