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 | $68,526 | $211,958-67.7% | $169,463-59.6% | $135,375-49.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.96% | 3.26%-12.2pp | 1.83%-10.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $5,526 | $5,120+7.9% | $4,159+32.9% | $4,779+15.6% |
| Participant deferral / active EE | $13,415 | $6,075+120.8% | $5,277+154.2% | $5,609+139.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |