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 | $78,314 | $85,790-8.7% | $67,313+16.3% | $135,375-42.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.65% | -0.54%-6.1pp | -4.08%-2.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,779 | $3,487+8.4% | $2,566+47.3% | $4,779-20.9% |
| Participant deferral / active EE | $4,815 | $4,651+3.5% | $3,568+34.9% | $5,609-14.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |