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 | $94,786 | $92,222+2.8% | $76,768+23.5% | $135,375-30.0% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -6.25% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $7,651 | $3,216+137.9% | $2,485+207.9% | $4,779+60.1% |
| Participant deferral / active EE | $5,000 | $4,509+10.9% | $3,852+29.8% | $5,609-10.9% |
| Admin fee / account holder | $245 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |