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 | $104,965 | $92,222+13.8% | $76,768+36.7% | $135,375-22.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.39% | 5.46%-8.8pp | 2.43%-5.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $7,440 | $3,216+131.4% | $2,485+199.4% | $4,779+55.7% |
| Participant deferral / active EE | $12,250 | $4,509+171.7% | $3,852+218.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |