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 | $65,849 | $78,694-16.3% | $67,652-2.7% | $125,391-47.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.37% | 9.46%-9.1pp | 6625.04%-6624.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $13,364 | $3,044+339.0% | $2,266+489.9% | $4,866+174.6% |
| Participant deferral / active EE | $13,678 | $4,292+218.7% | $3,560+284.2% | $5,352+155.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |