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 | $201,359 | $90,590+122.3% | $90,782+121.8% | $135,375+48.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -3.20% | -3.40%+0.2pp | -3.42%+0.2pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,016 | $4,352-7.7% | $4,105-2.2% | $4,779-16.0% |
| Participant deferral / active EE | $12,367 | $5,407+128.7% | $5,366+130.5% | $5,609+120.5% |
| Admin fee / account holder | $225 | $7,683-97.1% | $5,908-96.2% | $10,827-97.9% |