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 4-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 | $59,102 | $95,862-38.3% | $79,550-25.7% | $134,475-56.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.02% | -2.69%-8.3pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $20,760 | $3,128+563.7% | $2,413+760.3% | $4,740+338.0% |
| Participant deferral / active EE | $18,000 | $4,693+283.6% | $3,985+351.7% | $6,400+181.3% |
| Admin fee / account holder | $266 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |