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 | $78,018 | $142,344-45.2% | $119,609-34.8% | $134,475-42.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.52% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,056 | $5,222-60.6% | $4,232-51.4% | $4,740-56.6% |
| Participant deferral / active EE | $9,966 | $6,469+54.1% | $5,602+77.9% | $6,400+55.7% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |