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 | $63,069 | $105,860-40.4% | $90,749-30.5% | $134,475-53.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.45% | -11.01%-5.4pp | -12.16%-4.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,395 | $3,462-1.9% | $2,921+16.2% | $4,740-28.4% |
| Participant deferral / active EE | $9,831 | $5,216+88.5% | $4,564+115.4% | $6,400+53.6% |
| Admin fee / account holder | $204 | $13,938-98.5% | $8,445-97.6% | $11,426-98.2% |