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 | $80,547 | $59,805+34.7% | $79,550+1.3% | $68,494+17.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 0.71% | -12.30%+13.0pp | 0.16%+0.5pp | -7.84%+8.6pp |
| Employer contribution / active EE | $2,638 | $1,505+75.3% | $2,413+9.3% | $2,596+1.6% |
| Participant deferral / active EE | $7,479 | $3,024+147.3% | $3,985+87.7% | $4,027+85.7% |
| Admin fee / account holder | $238 | $4,835-95.1% | $6,832-96.5% | $5,403-95.6% |