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 | $59,095 | $147,167-59.8% | $111,392-46.9% | $135,375-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 0.75% | -4.44%+5.2pp | -2.06%+2.8pp | 519.73%-519.0pp |
| Employer contribution / active EE | $2,850 | $5,204-45.2% | $4,328-34.2% | $4,779-40.4% |
| Participant deferral / active EE | $3,680 | $6,565-43.9% | $5,567-33.9% | $5,609-34.4% |
| Admin fee / account holder | $60 | $20,270-99.7% | $12,266-99.5% | $10,827-99.4% |