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 | $58,784 | $167,307-64.9% | $143,757-59.1% | $134,475-56.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.77% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,508 | $5,619+15.8% | $4,951+31.4% | $4,740+37.3% |
| Participant deferral / active EE | $3,481 | $6,446-46.0% | $5,637-38.2% | $6,400-45.6% |
| Admin fee / account holder | $185 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |