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 | $100,798 | $129,942-22.4% | $104,294-3.4% | $134,475-25.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -2.20% | 42.03%-44.2pp | 24.61%-26.8pp | 417.96%-420.2pp |
| Employer contribution / active EE | $2,270 | $4,184-45.7% | $3,372-32.7% | $4,740-52.1% |
| Participant deferral / active EE | $2,559 | $5,588-54.2% | $4,625-44.7% | $6,400-60.0% |
| Admin fee / account holder | $79 | $9,323-99.2% | $7,339-98.9% | $11,426-99.3% |