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 | $109,589 | $127,100-13.8% | $105,738+3.6% | $135,375-19.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.32% | 4.49%-11.8pp | 6.27%-13.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $9,825 | $4,107+139.2% | $3,268+200.6% | $4,779+105.6% |
| Participant deferral / active EE | $19,121 | $5,064+277.6% | $4,080+368.7% | $5,609+240.9% |
| Admin fee / account holder | $213 | $9,087-97.7% | $6,913-96.9% | $10,827-98.0% |