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 | $98,396 | $107,791-8.7% | $90,645+8.6% | $135,375-27.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.71% | -0.90%-8.8pp | 1.88%-11.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $11,033 | $3,018+265.6% | $2,532+335.8% | $4,779+130.9% |
| Participant deferral / active EE | $3,083 | $3,872-20.4% | $3,425-10.0% | $5,609-45.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |