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 | $42,302 | $95,862-55.9% | $79,550-46.8% | $134,475-68.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.51% | -2.69%-12.8pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,895 | $3,128-7.4% | $2,413+20.0% | $4,740-38.9% |
| Participant deferral / active EE | $4,732 | $4,693+0.8% | $3,985+18.7% | $6,400-26.1% |
| Admin fee / account holder | $153 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |