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 | $83,613 | $86,699-3.6% | $73,307+14.1% | $125,391-33.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.41% | 2.78%-6.2pp | 5.67%-9.1pp | 282.22%-285.6pp |
| Employer contribution / active EE | $10,000 | $4,152+140.8% | $3,237+208.9% | $4,866+105.5% |
| Participant deferral / active EE | $3,500 | $5,550-36.9% | $4,991-29.9% | $5,352-34.6% |
| Admin fee / account holder | $80 | $7,771-99.0% | $5,637-98.6% | $9,540-99.2% |