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 | $31,574 | $95,971-67.1% | $74,550-57.6% | $135,375-76.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.15% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,399 | $2,716-48.5% | $1,961-28.7% | $4,779-70.7% |
| Participant deferral / active EE | $4,057 | $3,843+5.6% | $3,108+30.5% | $5,609-27.7% |
| Admin fee / account holder | $218 | $6,522-96.7% | $5,060-95.7% | $10,827-98.0% |