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 6-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 | $142,015 | $167,307-15.1% | $143,757-1.2% | $134,475+5.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.72% | 0.46%-1.2pp | -0.04%-0.7pp | 417.96%-418.7pp |
| Employer contribution / active EE | $5,586 | $5,619-0.6% | $4,951+12.8% | $4,740+17.9% |
| Participant deferral / active EE | $5,050 | $6,446-21.7% | $5,637-10.4% | $6,400-21.1% |
| Admin fee / account holder | $96 | $18,088-99.5% | $14,673-99.3% | $11,426-99.2% |