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 | $47,718 | $158,817-70.0% | $121,196-60.6% | $135,375-64.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.33% | -0.64%-6.7pp | 16.93%-24.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,998 | $5,665+23.5% | $4,022+74.0% | $4,779+46.4% |
| Participant deferral / active EE | $4,985 | $4,005+24.5% | $3,344+49.0% | $5,609-11.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |