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 | $72,708 | $64,307+13.1% | $57,343+26.8% | $125,391-42.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.59% | 25.12%-26.7pp | 24.39%-26.0pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,886 | $3,193-9.6% | $2,689+7.3% | $4,866-40.7% |
| Participant deferral / active EE | $4,015 | $3,848+4.3% | $3,162+27.0% | $5,352-25.0% |
| Admin fee / account holder | $32 | $5,242-99.4% | $3,356-99.1% | $9,540-99.7% |