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 | $99,562 | $99,032+0.5% | $80,019+24.4% | $135,375-26.5% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -5.39% | 15.39%-20.8pp | 11.22%-16.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,606 | $3,043+18.5% | $2,468+46.1% | $4,779-24.6% |
| Participant deferral / active EE | $7,301 | $4,282+70.5% | $3,686+98.1% | $5,609+30.2% |
| Admin fee / account holder | $192 | $10,436-98.2% | $6,521-97.1% | $10,827-98.2% |