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 | $79,931 | $211,958-62.3% | $169,463-52.8% | $135,375-41.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.58% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,135 | $5,120-58.3% | $4,159-48.7% | $4,779-55.3% |
| Participant deferral / active EE | $2,135 | $6,075-64.9% | $5,277-59.5% | $5,609-61.9% |
| Admin fee / account holder | $203 | $11,471-98.2% | $9,109-97.8% | $10,827-98.1% |