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 | $35,385 | $158,817-77.7% | $121,196-70.8% | $135,375-73.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.06% | -0.64%-5.4pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,149 | $5,665+8.5% | $4,022+52.9% | $4,779+28.7% |
| Participant deferral / active EE | $7,549 | $4,005+88.5% | $3,344+125.7% | $5,609+34.6% |
| Admin fee / account holder | $168 | $6,512-97.4% | $5,019-96.7% | $10,827-98.5% |