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 | $65,274 | $167,307-61.0% | $143,757-54.6% | $134,475-51.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.37% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,295 | $5,619-59.2% | $4,951-53.6% | $4,740-51.6% |
| Participant deferral / active EE | $4,258 | $6,446-33.9% | $5,637-24.5% | $6,400-33.5% |
| Admin fee / account holder | $280 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |