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 | $56,537 | $152,509-62.9% | $117,472-51.9% | $134,475-58.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.54% | 52.99%-63.5pp | 29.74%-40.3pp | 417.96%-428.5pp |
| Employer contribution / active EE | $4,252 | $5,571-23.7% | $4,176+1.8% | $4,740-10.3% |
| Participant deferral / active EE | $6,802 | $4,818+41.2% | $4,070+67.1% | $6,400+6.3% |
| Admin fee / account holder | $52 | $7,004-99.3% | $5,645-99.1% | $11,426-99.5% |