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 | $72,382 | $133,958-46.0% | $112,228-35.5% | $134,475-46.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.58% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $898 | $4,038-77.8% | $3,635-75.3% | $4,740-81.0% |
| Participant deferral / active EE | $10,800 | $5,291+104.1% | $4,728+128.4% | $6,400+68.8% |
| Admin fee / account holder | $281 | $7,489-96.2% | $6,410-95.6% | $11,426-97.5% |