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 | $63,850 | $93,024-31.4% | $77,024-17.1% | $134,475-52.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.29% | 62.60%-75.9pp | 42.32%-55.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,593 | $3,418-24.1% | $2,812-7.8% | $4,740-45.3% |
| Participant deferral / active EE | $4,083 | $5,238-22.1% | $4,426-7.8% | $6,400-36.2% |
| Admin fee / account holder | $231 | $6,944-96.7% | $5,425-95.7% | $11,426-98.0% |