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 | $91,051 | $90,590+0.5% | $90,782+0.3% | $135,375-32.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.31% | -3.40%-4.9pp | -3.42%-4.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,691 | $4,352-61.1% | $4,105-58.8% | $4,779-64.6% |
| Participant deferral / active EE | $9,083 | $5,407+68.0% | $5,366+69.3% | $5,609+62.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |