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 | $38,632 | $147,167-73.7% | $111,392-65.3% | $135,375-71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.14% | -4.44%-1.7pp | -2.06%-4.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,043 | $5,204-41.5% | $4,328-29.7% | $4,779-36.3% |
| Participant deferral / active EE | $8,919 | $6,565+35.9% | $5,567+60.2% | $5,609+59.0% |
| Admin fee / account holder | $13 | $20,270-99.9% | $12,266-99.9% | $10,827-99.9% |