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 | $89,434 | $82,664+8.2% | $125,339-28.6% | $68,494+30.6% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,472 | $3,381-26.9% | $4,814-48.7% | $2,596-4.8% |
| Participant deferral / active EE | $6,343 | $6,110+3.8% | $7,446-14.8% | $4,027+57.5% |
| Admin fee / account holder | $210 | $6,275-96.7% | $10,010-97.9% | $5,403-96.1% |