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 | $74,318 | $158,817-53.2% | $121,196-38.7% | $135,375-45.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.12% | -0.64%-8.5pp | 16.93%-26.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,046 | $5,665-63.9% | $4,022-49.1% | $4,779-57.2% |
| Participant deferral / active EE | $19,949 | $4,005+398.1% | $3,344+496.5% | $5,609+255.7% |
| Admin fee / account holder | $15 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |