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 | $72,383 | $93,024-22.2% | $77,024-6.0% | $134,475-46.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -11.56% | 62.60%-74.2pp | 42.32%-53.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $15,431 | $3,418+351.5% | $2,812+448.7% | $4,740+225.6% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $92 | $6,944-98.7% | $5,425-98.3% | $11,426-99.2% |