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 | $86,355 | $127,386-32.2% | $115,037-24.9% | $125,391-31.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.18% | 31.28%-31.5pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $3,987 | $5,166-22.8% | $4,608-13.5% | $4,866-18.1% |
| Participant deferral / active EE | $6,124 | $6,423-4.7% | $6,026+1.6% | $5,352+14.4% |
| Admin fee / account holder | $14 | $9,516-99.9% | $8,175-99.8% | $9,540-99.9% |