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 | $80,562 | $99,032-18.7% | $80,019+0.7% | $135,375-40.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.26% | 15.39%-20.6pp | 11.22%-16.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,631 | $3,043+52.2% | $2,468+87.6% | $4,779-3.1% |
| Participant deferral / active EE | $2,324 | $4,282-45.7% | $3,686-36.9% | $5,609-58.6% |
| Admin fee / account holder | $117 | $10,436-98.9% | $6,521-98.2% | $10,827-98.9% |