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 | $59,506 | $99,032-39.9% | $80,019-25.6% | $135,375-56.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.96% | 15.39%-20.3pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,104 | $3,043-30.9% | $2,468-14.7% | $4,779-56.0% |
| Participant deferral / active EE | $9,275 | $4,282+116.6% | $3,686+151.6% | $5,609+65.4% |
| Admin fee / account holder | $3 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |