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 | $75,632 | $78,694-3.9% | $67,652+11.8% | $125,391-39.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.39% | 9.46%-11.8pp | 6625.04%-6627.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $6,785 | $3,044+122.9% | $2,266+199.5% | $4,866+39.4% |
| Participant deferral / active EE | $5,261 | $4,292+22.6% | $3,560+47.8% | $5,352-1.7% |
| Admin fee / account holder | $121 | $7,403-98.4% | $4,821-97.5% | $9,540-98.7% |