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 | $82,223 | $83,908-2.0% | $68,509+20.0% | $125,391-34.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.34% | 14.48%-16.8pp | 8.27%-10.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $3,345 | $3,031+10.4% | $2,278+46.8% | $4,866-31.3% |
| Participant deferral / active EE | $9,601 | $4,125+132.7% | $3,382+183.8% | $5,352+79.4% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |