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 | $77,650 | $95,193-18.4% | $76,523+1.5% | $135,375-42.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.79% | 4.85%-12.6pp | -0.27%-7.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,229 | $3,302+58.3% | $2,647+97.5% | $4,779+9.4% |
| Participant deferral / active EE | $7,649 | $4,639+64.9% | $3,835+99.4% | $5,609+36.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |