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 8-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 | $59,286 | $95,193-37.7% | $76,523-22.5% | $135,375-56.2% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -3.37% | 4.85%-8.2pp | -0.27%-3.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,111 | $3,302-5.8% | $2,647+17.5% | $4,779-34.9% |
| Participant deferral / active EE | $7,651 | $4,639+64.9% | $3,835+99.5% | $5,609+36.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |