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 | $83,730 | $127,386-34.3% | $115,037-27.2% | $125,391-33.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.30% | 31.28%-32.6pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,205 | $5,166-57.3% | $4,608-52.2% | $4,866-54.7% |
| Participant deferral / active EE | $5,237 | $6,423-18.5% | $6,026-13.1% | $5,352-2.1% |
| Admin fee / account holder | $22 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |