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 | $49,496 | $92,222-46.3% | $76,768-35.5% | $135,375-63.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.05% | 5.46%-13.5pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,959 | $3,216-8.0% | $2,485+19.1% | $4,779-38.1% |
| Participant deferral / active EE | $2,423 | $4,509-46.3% | $3,852-37.1% | $5,609-56.8% |
| Admin fee / account holder | $100 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |