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 | $129,209 | $167,307-22.8% | $143,757-10.1% | $134,475-3.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.25% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,671 | $5,619+18.7% | $4,951+34.7% | $4,740+40.7% |
| Participant deferral / active EE | $3,456 | $6,446-46.4% | $5,637-38.7% | $6,400-46.0% |
| Admin fee / account holder | $220 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |