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 | $69,845 | $167,307-58.3% | $143,757-51.4% | $134,475-48.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.73% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,957 | $5,619-65.2% | $4,951-60.5% | $4,740-58.7% |
| Participant deferral / active EE | $6,788 | $6,446+5.3% | $5,637+20.4% | $6,400+6.1% |
| Admin fee / account holder | $104 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |