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 | $145,550 | $211,958-31.3% | $169,463-14.1% | $135,375+7.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | 3.26%-10.1pp | 1.83%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,058 | $5,120-59.8% | $4,159-50.5% | $4,779-56.9% |
| Participant deferral / active EE | $5,840 | $6,075-3.9% | $5,277+10.7% | $5,609+4.1% |
| Admin fee / account holder | $167 | $11,471-98.5% | $9,109-98.2% | $10,827-98.5% |