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 | $67,969 | $127,100-46.5% | $105,738-35.7% | $135,375-49.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.41% | 4.49%-12.9pp | 6.27%-14.7pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,491 | $4,107-39.4% | $3,268-23.8% | $4,779-47.9% |
| Participant deferral / active EE | $7,443 | $5,064+47.0% | $4,080+82.4% | $5,609+32.7% |
| Admin fee / account holder | $231 | $9,087-97.5% | $6,913-96.7% | $10,827-97.9% |