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 | $104,060 | $90,590+14.9% | $90,782+14.6% | $135,375-23.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.13% | -3.40%-4.7pp | -3.42%-4.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $5,755 | $4,352+32.2% | $4,105+40.2% | $4,779+20.4% |
| Participant deferral / active EE | $12,958 | $5,407+139.7% | $5,366+141.5% | $5,609+131.0% |
| Admin fee / account holder | $162 | $7,683-97.9% | $5,908-97.3% | $10,827-98.5% |