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 | $48,834 | $95,971-49.1% | $74,550-34.5% | $135,375-63.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.56% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,653 | $2,716+181.7% | $1,961+290.3% | $4,779+60.1% |
| Participant deferral / active EE | $8,988 | $3,843+133.8% | $3,108+189.2% | $5,609+60.2% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |