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 | $60,597 | $69,518-12.8% | $59,878+1.2% | $135,375-55.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.85% | 7.94%-15.8pp | 3.46%-11.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,377 | $3,235+66.2% | $2,722+97.6% | $4,779+12.5% |
| Participant deferral / active EE | $8,263 | $4,206+96.5% | $3,402+142.9% | $5,609+47.3% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |