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 | $92,345 | $127,386-27.5% | $115,037-19.7% | $125,391-26.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,389 | $5,166-73.1% | $4,608-69.9% | $4,866-71.5% |
| Participant deferral / active EE | $4,932 | $6,423-23.2% | $6,026-18.2% | $5,352-7.8% |
| Admin fee / account holder | $7 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |