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 | $97,470 | $127,386-23.5% | $115,037-15.3% | $125,391-22.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.17% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $4,684 | $5,166-9.3% | $4,608+1.7% | $4,866-3.7% |
| Participant deferral / active EE | $7,899 | $6,423+23.0% | $6,026+31.1% | $5,352+47.6% |
| Admin fee / account holder | $165 | $9,516-98.3% | $8,175-98.0% | $9,540-98.3% |