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 | $129,076 | $211,958-39.1% | $169,463-23.8% | $135,375-4.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.50% | 3.26%-10.8pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $12,130 | $5,120+136.9% | $4,159+191.7% | $4,779+153.8% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.2% | $5,609+118.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |