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 5-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 | $79,367 | $92,222-13.9% | $76,768+3.4% | $135,375-41.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.91% | 5.46%-9.4pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,350 | $3,216-26.9% | $2,485-5.4% | $4,779-50.8% |
| Participant deferral / active EE | $6,266 | $4,509+39.0% | $3,852+62.7% | $5,609+11.7% |
| Admin fee / account holder | $50 | $10,748-99.5% | $6,675-99.3% | $10,827-99.5% |