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 | $80,654 | $147,167-45.2% | $111,392-27.6% | $135,375-40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 8.88% | -4.44%+13.3pp | -2.06%+10.9pp | 519.73%-510.9pp |
| Employer contribution / active EE | $3,303 | $5,204-36.5% | $4,328-23.7% | $4,779-30.9% |
| Participant deferral / active EE | $8,704 | $6,565+32.6% | $5,567+56.3% | $5,609+55.2% |
| Admin fee / account holder | $93 | $20,270-99.5% | $12,266-99.2% | $10,827-99.1% |