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 | $71,359 | $167,307-57.3% | $143,757-50.4% | $134,475-46.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.07% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,613 | $5,619-35.7% | $4,951-27.0% | $4,740-23.8% |
| Participant deferral / active EE | $3,975 | $6,446-38.3% | $5,637-29.5% | $6,400-37.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |