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 | $99,329 | $95,862+3.6% | $79,550+24.9% | $134,475-26.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -13.38% | -2.69%-10.7pp | 0.16%-13.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,825 | $3,128-41.7% | $2,413-24.4% | $4,740-61.5% |
| Participant deferral / active EE | $6,750 | $4,693+43.8% | $3,985+69.4% | $6,400+5.5% |
| Admin fee / account holder | $15 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |