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 | $220,965 | $90,590+143.9% | $90,782+143.4% | $135,375+63.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.60% | -3.40%-3.2pp | -3.42%-3.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,475 | $4,352-20.2% | $4,105-15.4% | $4,779-27.3% |
| Participant deferral / active EE | $7,162 | $5,407+32.5% | $5,366+33.5% | $5,609+27.7% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |