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 | $96,210 | $78,694+22.3% | $67,652+42.2% | $125,391-23.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.80% | 9.46%-11.3pp | 6625.04%-6626.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,251 | $3,044-26.0% | $2,266-0.6% | $4,866-53.7% |
| Participant deferral / active EE | $8,577 | $4,292+99.8% | $3,560+140.9% | $5,352+60.3% |
| Admin fee / account holder | $28 | $7,403-99.6% | $4,821-99.4% | $9,540-99.7% |