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 | $112,920 | $97,044+16.4% | $83,333+35.5% | $135,375-16.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.97% | 12.31%-18.3pp | 10.63%-16.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $18,578 | $4,143+348.4% | $3,379+449.9% | $4,779+288.8% |
| Participant deferral / active EE | $14,183 | $5,964+137.8% | $5,565+154.9% | $5,609+152.9% |
| Admin fee / account holder | $122 | $8,380-98.5% | $7,510-98.4% | $10,827-98.9% |