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 | $84,566 | $78,694+7.5% | $67,652+25.0% | $125,391-32.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.51% | 9.46%-10.0pp | 6625.04%-6625.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,203 | $3,044-60.5% | $2,266-46.9% | $4,866-75.3% |
| Participant deferral / active EE | $4,746 | $4,292+10.6% | $3,560+33.3% | $5,352-11.3% |
| Admin fee / account holder | $16 | $7,403-99.8% | $4,821-99.7% | $9,540-99.8% |