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 | $79,797 | $50,958+56.6% | $74,550+7.0% | $64,186+24.3% |
| Participation rate | 78.9% | 61.1%+17.9pp | 69.1%+9.8pp | 69.6%+9.4pp |
| Annual return | -4.20% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,759 | $1,115+57.7% | $1,961-10.3% | $2,381-26.1% |
| Participant deferral / active EE | $3,562 | $2,301+54.8% | $3,108+14.6% | $3,470+2.7% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |