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 | $95,161 | $69,518+36.9% | $59,878+58.9% | $135,375-29.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.32% | 7.94%-16.3pp | 3.46%-11.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,975 | $3,235+53.8% | $2,722+82.8% | $4,779+4.1% |
| Participant deferral / active EE | $7,500 | $4,206+78.3% | $3,402+120.5% | $5,609+33.7% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,590-99.6% | $10,827-99.9% |