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 | $62,274 | $84,527-26.3% | $67,711-8.0% | $125,391-50.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.74% | 2.57%-5.3pp | 25.41%-28.1pp | 282.22%-285.0pp |
| Employer contribution / active EE | $13,540 | $3,292+311.3% | $2,559+429.1% | $4,866+178.3% |
| Participant deferral / active EE | $4,500 | $4,429+1.6% | $3,585+25.5% | $5,352-15.9% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |