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 | $128,883 | $167,484-23.0% | $151,611-15.0% | $134,475-4.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.63% | 7.80%-27.4pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,498 | $6,829-48.8% | $6,166-43.3% | $4,740-26.2% |
| Participant deferral / active EE | $9,669 | $8,986+7.6% | $8,363+15.6% | $6,400+51.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |