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 | $68,521 | $63,953+7.1% | $54,726+25.2% | $135,375-49.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -3.50% | -5.77%+2.3pp | -4.56%+1.1pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,318 | $4,256-22.1% | $3,449-3.8% | $4,779-30.6% |
| Participant deferral / active EE | $6,000 | $4,810+24.7% | $3,953+51.8% | $5,609+7.0% |
| Admin fee / account holder | $41 | $4,567-99.1% | $3,818-98.9% | $10,827-99.6% |