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 | $91,125 | $133,958-32.0% | $112,228-18.8% | $134,475-32.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.36% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,824 | $4,038-5.3% | $3,635+5.2% | $4,740-19.3% |
| Participant deferral / active EE | $6,680 | $5,291+26.3% | $4,728+41.3% | $6,400+4.4% |
| Admin fee / account holder | $27 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |