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 | $69,523 | $95,862-27.5% | $79,550-12.6% | $134,475-48.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.71% | -2.69%-10.0pp | 0.16%-12.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $5,647 | $3,128+80.5% | $2,413+134.0% | $4,740+19.1% |
| Participant deferral / active EE | $5,889 | $4,693+25.5% | $3,985+47.8% | $6,400-8.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |