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 | $71,152 | $95,862-25.8% | $79,550-10.6% | $134,475-47.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -11.19% | -2.69%-8.5pp | 0.16%-11.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $10,162 | $3,128+224.9% | $2,413+321.1% | $4,740+114.4% |
| Participant deferral / active EE | $8,338 | $4,693+77.7% | $3,985+109.2% | $6,400+30.3% |
| Admin fee / account holder | $63 | $9,126-99.3% | $6,832-99.1% | $11,426-99.4% |