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 | $67,419 | $100,754-33.1% | $86,677-22.2% | $134,475-49.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.11% | 29.04%-41.1pp | 35.91%-48.0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,560 | $3,489-26.6% | $2,836-9.8% | $4,740-46.0% |
| Participant deferral / active EE | $6,418 | $5,338+20.2% | $4,656+37.9% | $6,400+0.3% |
| Admin fee / account holder | $134 | $10,926-98.8% | $7,493-98.2% | $11,426-98.8% |