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 | $70,881 | $211,958-66.6% | $169,463-58.2% | $135,375-47.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.96% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,592 | $5,120-68.9% | $4,159-61.7% | $4,779-66.7% |
| Participant deferral / active EE | $9,268 | $6,075+52.6% | $5,277+75.6% | $5,609+65.2% |
| Admin fee / account holder | $17 | $11,471-99.9% | $9,109-99.8% | $10,827-99.8% |