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 | $85,654 | $92,222-7.1% | $76,768+11.6% | $135,375-36.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.60% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,807 | $3,216+49.5% | $2,485+93.4% | $4,779+0.6% |
| Participant deferral / active EE | $9,411 | $4,509+108.7% | $3,852+144.3% | $5,609+67.8% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |