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 | $57,117 | $69,518-17.8% | $59,878-4.6% | $135,375-57.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.44% | 7.94%-13.4pp | 3.46%-8.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,451 | $3,235+68.5% | $2,722+100.3% | $4,779+14.1% |
| Participant deferral / active EE | $1,580 | $4,206-62.4% | $3,402-53.6% | $5,609-71.8% |
| Admin fee / account holder | $126 | $5,734-97.8% | $3,590-96.5% | $10,827-98.8% |