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 | $77,527 | $82,286-5.8% | $68,791+12.7% | $134,475-42.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.13% | -2.19%-14.9pp | -6.38%-10.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,941 | $3,301-41.2% | $2,655-26.9% | $4,740-59.0% |
| Participant deferral / active EE | $11,898 | $4,739+151.1% | $3,941+201.9% | $6,400+85.9% |
| Admin fee / account holder | $236 | $6,481-96.4% | $4,932-95.2% | $11,426-97.9% |