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 | $125,210 | $135,635-7.7% | $110,238+13.6% | $135,375-7.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -4.15% | 513.19%-517.3pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,793 | $4,906-63.5% | $3,826-53.1% | $4,779-62.5% |
| Participant deferral / active EE | $5,814 | $5,506+5.6% | $4,672+24.4% | $5,609+3.7% |
| Admin fee / account holder | -$205 | $11,457-101.8% | $8,547-102.4% | $10,827-101.9% |