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 | $77,890 | $112,300-30.6% | $90,223-13.7% | $125,391-37.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -3.04% | -0.57%-2.5pp | 1.31%-4.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $7,550 | $5,181+45.7% | $4,378+72.4% | $4,866+55.2% |
| Participant deferral / active EE | $15,600 | $6,733+131.7% | $5,792+169.3% | $5,352+191.5% |
| Admin fee / account holder | $30 | $10,990-99.7% | $7,406-99.6% | $9,540-99.7% |