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 | $70,495 | $92,222-23.6% | $76,768-8.2% | $135,375-47.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.25% | 5.46%-13.7pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,699 | $3,216+46.1% | $2,485+89.1% | $4,779-1.7% |
| Participant deferral / active EE | $5,132 | $4,509+13.8% | $3,852+33.2% | $5,609-8.5% |
| Admin fee / account holder | $266 | $10,748-97.5% | $6,675-96.0% | $10,827-97.5% |