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 | $66,897 | $45,863+45.9% | $77,024-13.1% | $68,494-2.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.27% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,723 | $1,650+307.5% | $2,812+139.1% | $2,596+158.9% |
| Participant deferral / active EE | $6,785 | $2,962+129.0% | $4,426+53.3% | $4,027+68.5% |
| Admin fee / account holder | $25 | $3,041-99.2% | $5,425-99.5% | $5,403-99.5% |