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 | $73,660 | $127,386-42.2% | $115,037-36.0% | $125,391-41.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.68% | 31.28%-33.0pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $4,311 | $5,166-16.6% | $4,608-6.4% | $4,866-11.4% |
| Participant deferral / active EE | $7,654 | $6,423+19.2% | $6,026+27.0% | $5,352+43.0% |
| Admin fee / account holder | $47 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |