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 | $124,221 | $129,942-4.4% | $104,294+19.1% | $134,475-7.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.61% | 42.03%-55.6pp | 24.61%-38.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,881 | $4,184-55.1% | $3,372-44.2% | $4,740-60.3% |
| Participant deferral / active EE | $5,133 | $5,588-8.1% | $4,625+11.0% | $6,400-19.8% |
| Admin fee / account holder | $57 | $9,323-99.4% | $7,339-99.2% | $11,426-99.5% |