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 | $116,463 | $92,222+26.3% | $76,768+51.7% | $135,375-14.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.21% | 5.46%-8.7pp | 2.43%-5.6pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,545 | $3,216+41.3% | $2,485+82.9% | $4,779-4.9% |
| Participant deferral / active EE | $2,037 | $4,509-54.8% | $3,852-47.1% | $5,609-63.7% |
| Admin fee / account holder | $42 | $10,748-99.6% | $6,675-99.4% | $10,827-99.6% |