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 | $51,448 | $107,791-52.3% | $90,645-43.2% | $135,375-62.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.85% | -0.90%-6.9pp | 1.88%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,983 | $3,018-34.3% | $2,532-21.7% | $4,779-58.5% |
| Participant deferral / active EE | $1,020 | $3,872-73.6% | $3,425-70.2% | $5,609-81.8% |
| Admin fee / account holder | $160 | $5,930-97.3% | $4,994-96.8% | $10,827-98.5% |