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 | $130,712 | $95,193+37.3% | $76,523+70.8% | $135,375-3.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.52% | 4.85%-12.4pp | -0.27%-7.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $4,711 | $3,302+42.7% | $2,647+78.0% | $4,779-1.4% |
| Participant deferral / active EE | $6,360 | $4,639+37.1% | $3,835+65.8% | $5,609+13.4% |
| Admin fee / account holder | $17 | $6,249-99.7% | $4,848-99.6% | $10,827-99.8% |