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 | $65,357 | $82,664-20.9% | $125,339-47.9% | $68,494-4.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.05% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $6,545 | $3,381+93.6% | $4,814+36.0% | $2,596+152.1% |
| Participant deferral / active EE | $7,959 | $6,110+30.2% | $7,446+6.9% | $4,027+97.6% |
| Admin fee / account holder | $213 | $6,275-96.6% | $10,010-97.9% | $5,403-96.1% |