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 9-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 | $25,000 | $92,222-72.9% | $76,768-67.4% | $135,375-81.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.73% | 5.46%-9.2pp | 2.43%-6.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,723 | $3,216-15.3% | $2,485+9.6% | $4,779-43.0% |
| Participant deferral / active EE | $10,253 | $4,509+127.4% | $3,852+166.2% | $5,609+82.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |