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 | $71,355 | $87,540-18.5% | $75,781-5.8% | $125,391-43.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.45% | 13.48%-13.9pp | 9.68%-10.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,569 | $3,930-60.1% | $3,323-52.8% | $4,866-67.8% |
| Participant deferral / active EE | $2,458 | $4,229-41.9% | $3,651-32.7% | $5,352-54.1% |
| Admin fee / account holder | $125 | $6,502-98.1% | $5,299-97.6% | $9,540-98.7% |