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 6-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 | $67,916 | $95,862-29.2% | $79,550-14.6% | $134,475-49.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.95% | -2.69%-9.3pp | 0.16%-12.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $24,125 | $3,128+671.3% | $2,413+899.7% | $4,740+409.0% |
| Participant deferral / active EE | $8,312 | $4,693+77.1% | $3,985+108.6% | $6,400+29.9% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |