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 | $80,753 | $62,586+29.0% | $76,768+5.2% | $64,186+25.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.36% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,191 | $1,832+19.6% | $2,485-11.8% | $2,381-8.0% |
| Participant deferral / active EE | $3,849 | $3,145+22.4% | $3,852-0.1% | $3,470+10.9% |
| Admin fee / account holder | $97 | $4,667-97.9% | $6,675-98.5% | $4,888-98.0% |