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 7-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 | $99,436 | $84,527+17.6% | $67,711+46.9% | $125,391-20.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.86% | 2.57%-4.4pp | 25.41%-27.3pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,279 | $3,292-0.4% | $2,559+28.1% | $4,866-32.6% |
| Participant deferral / active EE | $3,904 | $4,429-11.9% | $3,585+8.9% | $5,352-27.1% |
| Admin fee / account holder | $298 | $5,340-94.4% | $4,255-93.0% | $9,540-96.9% |