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 | $107,603 | $95,193+13.0% | $76,523+40.6% | $135,375-20.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.12% | 4.85%-11.0pp | -0.27%-5.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,433 | $3,302-26.3% | $2,647-8.1% | $4,779-49.1% |
| Participant deferral / active EE | $3,900 | $4,639-15.9% | $3,835+1.7% | $5,609-30.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |