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 | $79,924 | $97,044-17.6% | $83,333-4.1% | $135,375-41.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.55% | 12.31%-21.9pp | 10.63%-20.2pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,593 | $4,143-13.3% | $3,379+6.3% | $4,779-24.8% |
| Participant deferral / active EE | $10,943 | $5,964+83.5% | $5,565+96.6% | $5,609+95.1% |
| Admin fee / account holder | $11 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |