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 8-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 | $52,853 | $158,817-66.7% | $121,196-56.4% | $135,375-61.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.05% | -0.64%+0.7pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,930 | $5,665+22.3% | $4,022+72.3% | $4,779+45.0% |
| Participant deferral / active EE | $9,000 | $4,005+124.7% | $3,344+169.1% | $5,609+60.5% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |