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 | $102,264 | $211,958-51.8% | $169,463-39.7% | $135,375-24.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.42% | 3.26%-7.7pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $7,830 | $5,120+52.9% | $4,159+88.3% | $4,779+63.8% |
| Participant deferral / active EE | $7,626 | $6,075+25.5% | $5,277+44.5% | $5,609+36.0% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |