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 | $53,877 | $158,817-66.1% | $121,196-55.5% | $135,375-60.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.54% | -0.64%-7.9pp | 16.93%-25.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,623 | $5,665-36.1% | $4,022-9.9% | $4,779-24.2% |
| Participant deferral / active EE | $9,885 | $4,005+146.8% | $3,344+195.6% | $5,609+76.3% |
| Admin fee / account holder | $20 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |