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 | $196,076 | $95,862+104.5% | $79,550+146.5% | $134,475+45.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.46% | -2.69%-14.8pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,149 | $3,128+0.7% | $2,413+30.5% | $4,740-33.6% |
| Participant deferral / active EE | $5,081 | $4,693+8.3% | $3,985+27.5% | $6,400-20.6% |
| Admin fee / account holder | $256 | $9,126-97.2% | $6,832-96.3% | $11,426-97.8% |