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 | $66,989 | $127,386-47.4% | $115,037-41.8% | $125,391-46.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.88% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $7,511 | $5,166+45.4% | $4,608+63.0% | $4,866+54.3% |
| Participant deferral / active EE | $8,437 | $6,423+31.4% | $6,026+40.0% | $5,352+57.7% |
| Admin fee / account holder | $4 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |