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 | $62,844 | $83,908-25.1% | $68,509-8.3% | $125,391-49.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.53% | 14.48%-15.0pp | 8.27%-8.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $5,096 | $3,031+68.1% | $2,278+123.7% | $4,866+4.7% |
| Participant deferral / active EE | $4,874 | $4,125+18.2% | $3,382+44.1% | $5,352-8.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |