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 | $68,376 | $97,044-29.5% | $83,333-17.9% | $135,375-49.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.69% | 12.31%-17.0pp | 10.63%-15.3pp | 519.73%-524.4pp |
| Employer contribution / active EE | $5,461 | $4,143+31.8% | $3,379+61.6% | $4,779+14.3% |
| Participant deferral / active EE | $8,167 | $5,964+36.9% | $5,565+46.8% | $5,609+45.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |