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 | $88,002 | $158,817-44.6% | $121,196-27.4% | $135,375-35.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.29% | -0.64%-4.6pp | 16.93%-22.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $6,289 | $5,665+11.0% | $4,022+56.4% | $4,779+31.6% |
| Participant deferral / active EE | $26,074 | $4,005+551.1% | $3,344+679.6% | $5,609+364.9% |
| Admin fee / account holder | $15 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |