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 | $114,439 | $78,694+45.4% | $67,652+69.2% | $125,391-8.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.49% | 9.46%-10.9pp | 6625.04%-6626.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $7,477 | $3,044+145.6% | $2,266+230.0% | $4,866+53.7% |
| Participant deferral / active EE | $2,858 | $4,292-33.4% | $3,560-19.7% | $5,352-46.6% |
| Admin fee / account holder | $238 | $7,403-96.8% | $4,821-95.1% | $9,540-97.5% |