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 | $110,309 | $85,790+28.6% | $67,313+63.9% | $135,375-18.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.48% | -0.54%-5.9pp | -4.08%-2.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,584 | $3,487+117.5% | $2,566+195.6% | $4,779+58.7% |
| Participant deferral / active EE | $2,267 | $4,651-51.3% | $3,568-36.5% | $5,609-59.6% |
| Admin fee / account holder | $88 | $6,392-98.6% | $4,507-98.0% | $10,827-99.2% |