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 | $76,652 | $49,177+55.9% | $79,464-3.5% | $64,186+19.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.82% | -1.16%-2.7pp | 718.14%-722.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,719 | $2,076-17.2% | $2,800-38.6% | $2,381-27.8% |
| Participant deferral / active EE | $5,851 | $2,821+107.4% | $3,704+58.0% | $3,470+68.6% |
| Admin fee / account holder | $219 | $3,839-94.3% | $5,113-95.7% | $4,888-95.5% |