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 | $95,110 | $175,600-45.8% | $129,110-26.3% | $134,475-29.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.89% | -11.39%-6.5pp | -10.94%-6.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,910 | $6,355-22.7% | $5,052-2.8% | $4,740+3.6% |
| Participant deferral / active EE | $12,404 | $7,975+55.5% | $6,542+89.6% | $6,400+93.8% |
| Admin fee / account holder | $224 | $23,567-99.1% | $14,302-98.4% | $11,426-98.0% |