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 | $77,918 | $149,333-47.8% | $106,387-26.8% | $135,375-42.4% |
| Participation rate | 82.4% | 81.5%+0.9pp | 77.5%+4.9pp | 82.6%-0.3pp |
| Annual return | -4.90% | 0.52%-5.4pp | 0.25%-5.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,319 | $4,984-73.5% | $3,520-62.5% | $4,779-72.4% |
| Participant deferral / active EE | $4,829 | $7,230-33.2% | $5,421-10.9% | $5,609-13.9% |
| Admin fee / account holder | $192 | $15,952-98.8% | $7,510-97.4% | $10,827-98.2% |