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 | $62,102 | $95,193-34.8% | $76,523-18.8% | $135,375-54.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.38% | 4.85%-14.2pp | -0.27%-9.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $12,465 | $3,302+277.4% | $2,647+370.9% | $4,779+160.8% |
| Participant deferral / active EE | $6,504 | $4,639+40.2% | $3,835+69.6% | $5,609+16.0% |
| Admin fee / account holder | $22 | $6,249-99.6% | $4,848-99.5% | $10,827-99.8% |