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 | $90,579 | $63,953+41.6% | $54,726+65.5% | $135,375-33.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -4.12% | -5.77%+1.7pp | -4.56%+0.4pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,027 | $4,256+18.1% | $3,449+45.7% | $4,779+5.2% |
| Participant deferral / active EE | $12,731 | $4,810+164.7% | $3,953+222.1% | $5,609+127.0% |
| Admin fee / account holder | $64 | $4,567-98.6% | $3,818-98.3% | $10,827-99.4% |