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 | $94,125 | $85,790+9.7% | $67,313+39.8% | $135,375-30.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.38% | -0.54%-1.8pp | -4.08%+1.7pp | 519.73%-522.1pp |
| Employer contribution / active EE | $4,580 | $3,487+31.3% | $2,566+78.5% | $4,779-4.2% |
| Participant deferral / active EE | $4,600 | $4,651-1.1% | $3,568+28.9% | $5,609-18.0% |
| Admin fee / account holder | $16 | $6,392-99.7% | $4,507-99.6% | $10,827-99.9% |