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 8-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 | $118,895 | $90,590+31.2% | $90,782+31.0% | $135,375-12.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.03% | -3.40%-2.6pp | -3.42%-2.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $7,359 | $4,352+69.1% | $4,105+79.3% | $4,779+54.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33 | $7,683-99.6% | $5,908-99.4% | $10,827-99.7% |