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 | $71,989 | $127,386-43.5% | $115,037-37.4% | $125,391-42.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.66% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $8,207 | $5,166+58.9% | $4,608+78.1% | $4,866+68.7% |
| Participant deferral / active EE | $6,027 | $6,423-6.2% | $6,0260% | $5,352+12.6% |
| Admin fee / account holder | $100 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |