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 | $94,390 | $142,344-33.7% | $119,609-21.1% | $134,475-29.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.39% | -12.44%+10.1pp | -14.97%+12.6pp | 417.96%-420.4pp |
| Employer contribution / active EE | $6,629 | $5,222+26.9% | $4,232+56.6% | $4,740+39.9% |
| Participant deferral / active EE | $8,205 | $6,469+26.8% | $5,602+46.5% | $6,400+28.2% |
| Admin fee / account holder | $12 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |