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 | $89,424 | $167,307-46.6% | $143,757-37.8% | $134,475-33.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.77% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,267 | $5,619-59.7% | $4,951-54.2% | $4,740-52.2% |
| Participant deferral / active EE | $4,633 | $6,446-28.1% | $5,637-17.8% | $6,400-27.6% |
| Admin fee / account holder | $187 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |