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 | $64,481 | $127,386-49.4% | $115,037-43.9% | $125,391-48.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.54% | 31.28%-33.8pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $8,275 | $5,166+60.2% | $4,608+79.6% | $4,866+70.1% |
| Participant deferral / active EE | $5,364 | $6,423-16.5% | $6,026-11.0% | $5,352+0.2% |
| Admin fee / account holder | $46 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |