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 | $46,807 | $95,971-51.2% | $74,550-37.2% | $135,375-65.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.06% | 56.96%-64.0pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,241 | $2,716-17.5% | $1,961+14.3% | $4,779-53.1% |
| Participant deferral / active EE | $6,750 | $3,843+75.6% | $3,108+117.2% | $5,609+20.4% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |