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 | $82,183 | $95,193-13.7% | $76,523+7.4% | $135,375-39.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.18% | 4.85%-11.0pp | -0.27%-5.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,447 | $3,302+4.4% | $2,647+30.2% | $4,779-27.9% |
| Participant deferral / active EE | $17,992 | $4,639+287.8% | $3,835+369.1% | $5,609+220.8% |
| Admin fee / account holder | $4 | $6,249-99.9% | $4,848-99.9% | $10,827-100.0% |