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 | $55,930 | $76,000-26.4% | $154,107-63.7% | $64,186-12.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.01% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,098 | $3,351+111.8% | $5,298+34.0% | $2,381+198.1% |
| Participant deferral / active EE | $5,282 | $3,175+66.4% | $5,081+4.0% | $3,470+52.2% |
| Admin fee / account holder | $145 | $5,596-97.4% | $13,411-98.9% | $4,888-97.0% |