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 | $80,751 | $92,222-12.4% | $76,768+5.2% | $135,375-40.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.32% | 5.46%-8.8pp | 2.43%-5.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $15,764 | $3,216+390.2% | $2,485+534.3% | $4,779+229.9% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $196 | $10,748-98.2% | $6,675-97.1% | $10,827-98.2% |