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 | $88,876 | $107,791-17.5% | $90,645-2.0% | $135,375-34.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.23% | -0.90%-4.3pp | 1.88%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $5,873 | $3,018+94.6% | $2,532+132.0% | $4,779+22.9% |
| Participant deferral / active EE | $6,604 | $3,872+70.6% | $3,425+92.8% | $5,609+17.7% |
| Admin fee / account holder | $141 | $5,930-97.6% | $4,994-97.2% | $10,827-98.7% |