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 | $93,461 | $69,518+34.4% | $59,878+56.1% | $135,375-31.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.13% | 7.94%-13.1pp | 3.46%-8.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,442 | $3,235+6.4% | $2,722+26.5% | $4,779-28.0% |
| Participant deferral / active EE | $5,500 | $4,206+30.8% | $3,402+61.7% | $5,609-1.9% |
| Admin fee / account holder | $8 | $5,734-99.9% | $3,590-99.8% | $10,827-99.9% |