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 | $73,330 | $75,935-3.4% | $60,547+21.1% | $125,391-41.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.58% | -5.38%+6.0pp | 335.64%-335.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $4,083 | $3,438+18.8% | $2,419+68.8% | $4,866-16.1% |
| Participant deferral / active EE | $5,083 | $4,506+12.8% | $3,328+52.8% | $5,352-5.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |