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 | $78,363 | $147,167-46.8% | $111,392-29.7% | $135,375-42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.10% | -4.44%-1.7pp | -2.06%-4.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $12,000 | $5,204+130.6% | $4,328+177.3% | $4,779+151.1% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $49 | $20,270-99.8% | $12,266-99.6% | $10,827-99.5% |