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 | $84,845 | $82,286+3.1% | $68,791+23.3% | $134,475-36.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.59% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,773 | $3,301-16.0% | $2,655+4.4% | $4,740-41.5% |
| Participant deferral / active EE | $13,500 | $4,739+184.9% | $3,941+242.5% | $6,400+110.9% |
| Admin fee / account holder | $114 | $6,481-98.2% | $4,932-97.7% | $11,426-99.0% |