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 | $94,025 | $142,344-33.9% | $119,609-21.4% | $134,475-30.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.14% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,510 | $5,222-71.1% | $4,232-64.3% | $4,740-68.1% |
| Participant deferral / active EE | $5,516 | $6,469-14.7% | $5,602-1.5% | $6,400-13.8% |
| Admin fee / account holder | $204 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |