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 | $83,347 | $95,193-12.4% | $76,523+8.9% | $135,375-38.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -8.35% | 4.85%-13.2pp | -0.27%-8.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $10,517 | $3,302+218.5% | $2,647+297.3% | $4,779+120.1% |
| Participant deferral / active EE | $7,367 | $4,639+58.8% | $3,835+92.1% | $5,609+31.3% |
| Admin fee / account holder | $118 | $6,249-98.1% | $4,848-97.6% | $10,827-98.9% |