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 | $66,283 | $99,032-33.1% | $80,019-17.2% | $135,375-51.0% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -4.29% | 15.39%-19.7pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $801 | $3,043-73.7% | $2,468-67.6% | $4,779-83.2% |
| Participant deferral / active EE | $11,549 | $4,282+169.7% | $3,686+213.4% | $5,609+105.9% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |