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 | $45,739 | $95,193-52.0% | $76,523-40.2% | $135,375-66.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.64% | 4.85%-12.5pp | -0.27%-7.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,208 | $3,302+27.4% | $2,647+59.0% | $4,779-11.9% |
| Participant deferral / active EE | $5,046 | $4,639+8.8% | $3,835+31.6% | $5,609-10.0% |
| Admin fee / account holder | $266 | $6,249-95.7% | $4,848-94.5% | $10,827-97.5% |