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 | $69,828 | $84,527-17.4% | $67,711+3.1% | $125,391-44.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.47% | 2.57%-4.0pp | 25.41%-26.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $18,750 | $3,292+469.6% | $2,559+632.7% | $4,866+285.3% |
| Participant deferral / active EE | $9,703 | $4,429+119.1% | $3,585+170.7% | $5,352+81.3% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |