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 | $42,216 | $142,344-70.3% | $119,609-64.7% | $134,475-68.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.73% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,581 | $5,222-50.6% | $4,232-39.0% | $4,740-45.5% |
| Participant deferral / active EE | $5,796 | $6,469-10.4% | $5,602+3.5% | $6,400-9.4% |
| Admin fee / account holder | $154 | $13,584-98.9% | $10,323-98.5% | $11,426-98.6% |