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 | $34,959 | $95,193-63.3% | $76,523-54.3% | $135,375-74.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.87% | 4.85%-13.7pp | -0.27%-8.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,728 | $3,302-47.7% | $2,647-34.7% | $4,779-63.8% |
| Participant deferral / active EE | $5,711 | $4,639+23.1% | $3,835+48.9% | $5,609+1.8% |
| Admin fee / account holder | $53 | $6,249-99.2% | $4,848-98.9% | $10,827-99.5% |