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 | $77,517 | $105,860-26.8% | $90,749-14.6% | $134,475-42.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.78% | -11.01%-5.8pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,836 | $3,462-18.1% | $2,921-2.9% | $4,740-40.2% |
| Participant deferral / active EE | $7,068 | $5,216+35.5% | $4,564+54.9% | $6,400+10.4% |
| Admin fee / account holder | $56 | $13,938-99.6% | $8,445-99.3% | $11,426-99.5% |