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 | $76,734 | $95,193-19.4% | $76,523+0.3% | $135,375-43.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.26% | 4.85%-13.1pp | -0.27%-8.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,255 | $3,302-1.4% | $2,647+23.0% | $4,779-31.9% |
| Participant deferral / active EE | $8,219 | $4,639+77.2% | $3,835+114.3% | $5,609+46.5% |
| Admin fee / account holder | $50 | $6,249-99.2% | $4,848-99.0% | $10,827-99.5% |