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 | $132,062 | $100,754+31.1% | $86,677+52.4% | $134,475-1.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.08% | 29.04%-48.1pp | 35.91%-55.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,531 | $3,489-27.5% | $2,836-10.8% | $4,740-46.6% |
| Participant deferral / active EE | $5,353 | $5,338+0.3% | $4,656+15.0% | $6,400-16.4% |
| Admin fee / account holder | -$334 | $10,926-103.1% | $7,493-104.5% | $11,426-102.9% |