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 | $57,200 | $92,222-38.0% | $76,768-25.5% | $135,375-57.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.09% | 5.46%-12.6pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,399 | $3,216+5.7% | $2,485+36.8% | $4,779-28.9% |
| Participant deferral / active EE | $7,760 | $4,509+72.1% | $3,852+101.5% | $5,609+38.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |