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 | $163,113 | $211,958-23.0% | $169,463-3.7% | $135,375+20.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.30% | 3.26%-10.6pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,210 | $5,120-17.8% | $4,159+1.2% | $4,779-11.9% |
| Participant deferral / active EE | $8,191 | $6,075+34.8% | $5,277+55.2% | $5,609+46.0% |
| Admin fee / account holder | $48 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |