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 | $61,652 | $167,307-63.2% | $143,757-57.1% | $134,475-54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.79% | 0.46%-16.3pp | -0.04%-15.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,064 | $5,619-63.3% | $4,951-58.3% | $4,740-56.4% |
| Participant deferral / active EE | $5,765 | $6,446-10.6% | $5,637+2.3% | $6,400-9.9% |
| Admin fee / account holder | $235 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |