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 | $93,289 | $64,707+44.2% | $112,228-16.9% | $68,494+36.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.83% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,537 | $2,746+65.2% | $3,635+24.8% | $2,596+74.7% |
| Participant deferral / active EE | $7,136 | $3,565+100.2% | $4,728+50.9% | $4,027+77.2% |
| Admin fee / account holder | $282 | $5,232-94.6% | $6,410-95.6% | $5,403-94.8% |