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 | $55,122 | $107,791-48.9% | $90,645-39.2% | $135,375-59.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 3.71% | -0.90%+4.6pp | 1.88%+1.8pp | 519.73%-516.0pp |
| Employer contribution / active EE | $5,578 | $3,018+84.8% | $2,532+120.3% | $4,779+16.7% |
| Participant deferral / active EE | $7,158 | $3,872+84.9% | $3,425+109.0% | $5,609+27.6% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |