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 | $78,205 | $86,699-9.8% | $73,307+6.7% | $125,391-37.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.12% | 2.78%-3.9pp | 5.67%-6.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $8,956 | $4,152+115.7% | $3,237+176.7% | $4,866+84.1% |
| Participant deferral / active EE | $8,056 | $5,550+45.2% | $4,991+61.4% | $5,352+50.5% |
| Admin fee / account holder | $71 | $7,771-99.1% | $5,637-98.7% | $9,540-99.3% |