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 | $42,443 | $67,214-36.9% | $61,491-31.0% | $134,475-68.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | -12.08%-5.6pp | -12.98%-4.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,942 | $4,974-61.0% | $4,246-54.3% | $4,740-59.0% |
| Participant deferral / active EE | $3,432 | $6,103-43.8% | $5,188-33.9% | $6,400-46.4% |
| Admin fee / account holder | $114 | $4,610-97.5% | $4,312-97.3% | $11,426-99.0% |