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 | $143,642 | $211,958-32.2% | $169,463-15.2% | $135,375+6.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.51% | 3.26%-3.8pp | 1.83%-2.3pp | 519.73%-520.2pp |
| Employer contribution / active EE | $3,698 | $5,120-27.8% | $4,159-11.1% | $4,779-22.6% |
| Participant deferral / active EE | $10,371 | $6,075+70.7% | $5,277+96.5% | $5,609+84.9% |
| Admin fee / account holder | $164 | $11,471-98.6% | $9,109-98.2% | $10,827-98.5% |