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 | $66,535 | $87,540-24.0% | $75,781-12.2% | $125,391-46.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.22% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,667 | $3,930-57.6% | $3,323-49.9% | $4,866-65.8% |
| Participant deferral / active EE | $14,241 | $4,229+236.7% | $3,651+290.0% | $5,352+166.1% |
| Admin fee / account holder | $25 | $6,502-99.6% | $5,299-99.5% | $9,540-99.7% |