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 | $75,695 | $97,044-22.0% | $83,333-9.2% | $135,375-44.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -4.73% | 12.31%-17.0pp | 10.63%-15.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,242 | $4,143-21.8% | $3,379-4.1% | $4,779-32.2% |
| Participant deferral / active EE | $7,367 | $5,964+23.5% | $5,565+32.4% | $5,609+31.3% |
| Admin fee / account holder | $25 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |