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 | $109,884 | $87,540+25.5% | $75,781+45.0% | $125,391-12.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.27% | 13.48%-15.8pp | 9.68%-11.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,445 | $3,930-63.2% | $3,323-56.5% | $4,866-70.3% |
| Participant deferral / active EE | $15,233 | $4,229+260.2% | $3,651+317.2% | $5,352+184.7% |
| Admin fee / account holder | $252 | $6,502-96.1% | $5,299-95.2% | $9,540-97.4% |