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 | $97,118 | $113,935-14.8% | $94,224+3.1% | $125,391-22.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.46% | 5.29%-1.8pp | 10.68%-7.2pp | 282.22%-278.8pp |
| Employer contribution / active EE | $3,283 | $4,727-30.5% | $3,587-8.5% | $4,866-32.5% |
| Participant deferral / active EE | $5,191 | $5,179+0.2% | $4,320+20.2% | $5,352-3.0% |
| Admin fee / account holder | $73 | $8,391-99.1% | $6,269-98.8% | $9,540-99.2% |