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 | $87,705 | $95,862-8.5% | $79,550+10.3% | $134,475-34.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.05% | -2.69%+3.7pp | 0.16%+0.9pp | 417.96%-416.9pp |
| Employer contribution / active EE | $7,254 | $3,128+131.9% | $2,413+200.6% | $4,740+53.0% |
| Participant deferral / active EE | $6,552 | $4,693+39.6% | $3,985+64.4% | $6,400+2.4% |
| Admin fee / account holder | $149 | $9,126-98.4% | $6,832-97.8% | $11,426-98.7% |