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 | $115,615 | $83,908+37.8% | $68,509+68.8% | $125,391-7.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.29% | 14.48%-16.8pp | 8.27%-10.6pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,559 | $3,031-15.6% | $2,278+12.4% | $4,866-47.4% |
| Participant deferral / active EE | $5,486 | $4,125+33.0% | $3,382+62.2% | $5,352+2.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |