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 | $104,898 | $113,935-7.9% | $94,224+11.3% | $125,391-16.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.13% | 5.29%-8.4pp | 10.68%-13.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $4,527 | $4,727-4.2% | $3,587+26.2% | $4,866-7.0% |
| Participant deferral / active EE | $8,012 | $5,179+54.7% | $4,320+85.5% | $5,352+49.7% |
| Admin fee / account holder | $203 | $8,391-97.6% | $6,269-96.8% | $9,540-97.9% |