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 | $87,733 | $107,791-18.6% | $90,645-3.2% | $135,375-35.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.72% | -0.90%-7.8pp | 1.88%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $7,557 | $3,018+150.4% | $2,532+198.5% | $4,779+58.1% |
| Participant deferral / active EE | $7,225 | $3,872+86.6% | $3,425+111.0% | $5,609+28.8% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |