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 | $79,597 | $69,518+14.5% | $59,878+32.9% | $135,375-41.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.37% | 7.94%-12.3pp | 3.46%-7.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,825 | $3,235+18.3% | $2,722+40.5% | $4,779-20.0% |
| Participant deferral / active EE | $3,431 | $4,206-18.4% | $3,402+0.9% | $5,609-38.8% |
| Admin fee / account holder | $215 | $5,734-96.2% | $3,590-94.0% | $10,827-98.0% |