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 | $94,637 | $97,044-2.5% | $83,333+13.6% | $135,375-30.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -9.18% | 12.31%-21.5pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $7,369 | $4,143+77.9% | $3,379+118.1% | $4,779+54.2% |
| Participant deferral / active EE | $8,001 | $5,964+34.2% | $5,565+43.8% | $5,609+42.7% |
| Admin fee / account holder | $63 | $8,380-99.3% | $7,510-99.2% | $10,827-99.4% |