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 | $99,901 | $90,590+10.3% | $90,782+10.0% | $135,375-26.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.59% | -3.40%-1.2pp | -3.42%-1.2pp | 519.73%-524.3pp |
| Employer contribution / active EE | $8,885 | $4,352+104.1% | $4,105+116.4% | $4,779+85.9% |
| Participant deferral / active EE | $3,310 | $5,407-38.8% | $5,366-38.3% | $5,609-41.0% |
| Admin fee / account holder | $6 | $7,683-99.9% | $5,908-99.9% | $10,827-99.9% |