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 5-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 | $10,854 | $82,286-86.8% | $68,791-84.2% | $134,475-91.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.58% | -2.19%-18.4pp | -6.38%-14.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,011 | $3,301-8.8% | $2,655+13.4% | $4,740-36.5% |
| Participant deferral / active EE | $4,857 | $4,739+2.5% | $3,941+23.2% | $6,400-24.1% |
| Admin fee / account holder | $79 | $6,481-98.8% | $4,932-98.4% | $11,426-99.3% |