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 | $54,252 | $100,754-46.2% | $86,677-37.4% | $134,475-59.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.55% | 29.04%-42.6pp | 35.91%-49.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,705 | $3,489-22.5% | $2,836-4.7% | $4,740-42.9% |
| Participant deferral / active EE | $7,943 | $5,338+48.8% | $4,656+70.6% | $6,400+24.1% |
| Admin fee / account holder | -$75 | $10,926-100.7% | $7,493-101.0% | $11,426-100.7% |