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 | $76,001 | $59,107+28.6% | $86,436-12.1% | $68,494+11.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.30% | -0.23%-17.1pp | 4394.89%-4412.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,541 | $2,519+0.9% | $3,769-32.6% | $2,596-2.1% |
| Participant deferral / active EE | $5,272 | $5,901-10.7% | $6,952-24.2% | $4,027+30.9% |
| Admin fee / account holder | $71 | $5,637-98.7% | $6,731-99.0% | $5,403-98.7% |