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 | $66,483 | $84,527-21.3% | $67,711-1.8% | $125,391-47.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.19% | 2.57%-3.8pp | 25.41%-26.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $6,067 | $3,292+84.3% | $2,559+137.1% | $4,866+24.7% |
| Participant deferral / active EE | $7,623 | $4,429+72.1% | $3,585+112.6% | $5,352+42.4% |
| Admin fee / account holder | $237 | $5,340-95.6% | $4,255-94.4% | $9,540-97.5% |