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 | $135,218 | $270,507-50.0% | $76,880+75.9% | $270,507-50.0% |
| Participation rate | 100.0% | 93.5%+6.5pp | 66.7%+33.3pp | 93.5%+6.5pp |
| Annual return | -6.54% | -4.71%-1.8pp | -1.74%-4.8pp | -4.71%-1.8pp |
| Employer contribution / active EE | $3,658 | $25,782-85.8% | $9,832-62.8% | $25,782-85.8% |
| Participant deferral / active EE | $16,333 | $5,950+174.5% | $4,751+243.8% | $5,950+174.5% |
| Admin fee / account holder | $0 | $10,647-100.0% | $432-100.0% | $10,647-100.0% |