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 | $128,733 | $85,790+50.1% | $67,313+91.2% | $135,375-4.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.74% | -0.54%-3.2pp | -4.08%+0.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,726 | $3,487-21.8% | $2,566+6.3% | $4,779-43.0% |
| Participant deferral / active EE | $5,826 | $4,651+25.3% | $3,568+63.3% | $5,609+3.9% |
| Admin fee / account holder | $41 | $6,392-99.4% | $4,507-99.1% | $10,827-99.6% |