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 | $78,592 | $95,862-18.0% | $79,550-1.2% | $134,475-41.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.48% | -2.69%-13.8pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,699 | $3,128+82.2% | $2,413+136.2% | $4,740+20.2% |
| Participant deferral / active EE | $7,339 | $4,693+56.4% | $3,985+84.2% | $6,400+14.7% |
| Admin fee / account holder | $61 | $9,126-99.3% | $6,832-99.1% | $11,426-99.5% |