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 | $72,883 | $112,300-35.1% | $90,223-19.2% | $125,391-41.9% |
| Participation rate | 91.7% | 82.9%+8.8pp | 79.0%+12.6pp | 83.2%+8.5pp |
| Annual return | -0.97% | -0.57%-0.4pp | 1.31%-2.3pp | 282.22%-283.2pp |
| Employer contribution / active EE | $16,500 | $5,181+218.5% | $4,378+276.9% | $4,866+239.1% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |