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 | $136,700 | $211,958-35.5% | $169,463-19.3% | $135,375+1.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.39% | 3.26%-10.7pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $12,347 | $5,120+141.2% | $4,159+196.9% | $4,779+158.4% |
| Participant deferral / active EE | $5,020 | $6,075-17.4% | $5,277-4.9% | $5,609-10.5% |
| Admin fee / account holder | $95 | $11,471-99.2% | $9,109-99.0% | $10,827-99.1% |