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 | $141,186 | $97,044+45.5% | $83,333+69.4% | $135,375+4.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.45% | 12.31%-17.8pp | 10.63%-16.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,167 | $4,143+0.6% | $3,379+23.3% | $4,779-12.8% |
| Participant deferral / active EE | $5,136 | $5,964-13.9% | $5,565-7.7% | $5,609-8.4% |
| Admin fee / account holder | $112 | $8,380-98.7% | $7,510-98.5% | $10,827-99.0% |