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 | $131,976 | $127,100+3.8% | $105,738+24.8% | $135,375-2.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.73% | 4.49%-10.2pp | 6.27%-12.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $9,493 | $4,107+131.2% | $3,268+190.5% | $4,779+98.6% |
| Participant deferral / active EE | $5,260 | $5,064+3.9% | $4,080+28.9% | $5,609-6.2% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |