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 | $75,679 | $149,333-49.3% | $106,387-28.9% | $135,375-44.1% |
| Participation rate | 87.5% | 81.5%+6.0pp | 77.5%+10.0pp | 82.6%+4.9pp |
| Annual return | -8.50% | 0.52%-9.0pp | 0.25%-8.8pp | 519.73%-528.2pp |
| Employer contribution / active EE | $7,372 | $4,984+47.9% | $3,520+109.4% | $4,779+54.3% |
| Participant deferral / active EE | $5,765 | $7,230-20.3% | $5,421+6.3% | $5,609+2.8% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,827-100.0% |