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 | $99,168 | $113,935-13.0% | $94,224+5.2% | $125,391-20.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.03% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $15,504 | $4,727+228.0% | $3,587+332.3% | $4,866+218.6% |
| Participant deferral / active EE | $8,083 | $5,179+56.1% | $4,320+87.1% | $5,352+51.0% |
| Admin fee / account holder | $28 | $8,391-99.7% | $6,269-99.5% | $9,540-99.7% |