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 | $65,809 | $167,307-60.7% | $143,757-54.2% | $134,475-51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.19% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $4,891 | $5,619-13.0% | $4,951-1.2% | $4,740+3.2% |
| Participant deferral / active EE | $16,360 | $6,446+153.8% | $5,637+190.2% | $6,400+155.6% |
| Admin fee / account holder | $79 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |