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 | $80,506 | $97,044-17.0% | $83,333-3.4% | $135,375-40.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | 12.31%-18.7pp | 10.63%-17.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,793 | $4,143+64.0% | $3,379+101.1% | $4,779+42.2% |
| Participant deferral / active EE | $5,438 | $5,964-8.8% | $5,565-2.3% | $5,609-3.0% |
| Admin fee / account holder | $15 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |