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 | $58,466 | $92,222-36.6% | $76,768-23.8% | $135,375-56.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.23% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $16,048 | $3,216+399.0% | $2,485+545.7% | $4,779+235.8% |
| Participant deferral / active EE | $9,455 | $4,509+109.7% | $3,852+145.5% | $5,609+68.6% |
| Admin fee / account holder | $57 | $10,748-99.5% | $6,675-99.1% | $10,827-99.5% |