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 9-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 | $123,228 | $95,862+28.5% | $79,550+54.9% | $134,475-8.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.86% | -2.69%-7.2pp | 0.16%-10.0pp | 417.96%-427.8pp |
| Employer contribution / active EE | $5,133 | $3,128+64.1% | $2,413+112.7% | $4,740+8.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $87 | $9,126-99.1% | $6,832-98.7% | $11,426-99.2% |