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 | $106,094 | $158,817-33.2% | $121,196-12.5% | $135,375-21.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.17% | -0.64%-6.5pp | 16.93%-24.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,862 | $5,665-67.1% | $4,022-53.7% | $4,779-61.0% |
| Participant deferral / active EE | $8,389 | $4,005+109.5% | $3,344+150.8% | $5,609+49.6% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |