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 | $119,475 | $86,699+37.8% | $73,307+63.0% | $125,391-4.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.41% | 2.78%-5.2pp | 5.67%-8.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,114 | $4,152-49.1% | $3,237-34.7% | $4,866-56.6% |
| Participant deferral / active EE | $5,702 | $5,550+2.7% | $4,991+14.2% | $5,352+6.5% |
| Admin fee / account holder | $20 | $7,771-99.7% | $5,637-99.6% | $9,540-99.8% |