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 | $82,698 | $92,222-10.3% | $76,768+7.7% | $135,375-38.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.81% | 5.46%-11.3pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,652 | $3,216-17.5% | $2,485+6.7% | $4,779-44.5% |
| Participant deferral / active EE | $2,086 | $4,509-53.7% | $3,852-45.8% | $5,609-62.8% |
| Admin fee / account holder | $63 | $10,748-99.4% | $6,675-99.1% | $10,827-99.4% |