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 | $114,879 | $113,935+0.8% | $94,224+21.9% | $125,391-8.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.18% | 5.29%-5.5pp | 10.68%-10.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,947 | $4,727-58.8% | $3,587-45.7% | $4,866-60.0% |
| Participant deferral / active EE | $7,298 | $5,179+40.9% | $4,320+68.9% | $5,352+36.4% |
| Admin fee / account holder | -$108 | $8,391-101.3% | $6,269-101.7% | $9,540-101.1% |