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 | $64,187 | $90,600-29.2% | $79,464-19.2% | $135,375-52.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.33% | 977.43%-980.8pp | 718.14%-721.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $4,598 | $3,068+49.9% | $2,800+64.2% | $4,779-3.8% |
| Participant deferral / active EE | $2,851 | $4,050-29.6% | $3,704-23.0% | $5,609-49.2% |
| Admin fee / account holder | $12 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |