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 | $122,320 | $99,032+23.5% | $80,019+52.9% | $135,375-9.6% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -8.60% | 15.39%-24.0pp | 11.22%-19.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $931 | $3,043-69.4% | $2,468-62.3% | $4,779-80.5% |
| Participant deferral / active EE | $3,723 | $4,282-13.0% | $3,686+1.0% | $5,609-33.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |