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 | $130,172 | $90,590+43.7% | $90,782+43.4% | $135,375-3.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -2.17% | -3.40%+1.2pp | -3.42%+1.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $2,295 | $4,352-47.3% | $4,105-44.1% | $4,779-52.0% |
| Participant deferral / active EE | $4,225 | $5,407-21.9% | $5,366-21.3% | $5,609-24.7% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |