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 7-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 | $75,519 | $127,100-40.6% | $105,738-28.6% | $135,375-44.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 4.49%-10.9pp | 6.27%-12.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,680 | $4,107+14.0% | $3,268+43.2% | $4,779-2.1% |
| Participant deferral / active EE | $11,700 | $5,064+131.0% | $4,080+186.8% | $5,609+108.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |