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 | $95,380 | $167,307-43.0% | $143,757-33.7% | $134,475-29.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -18.53% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,311 | $5,619-41.1% | $4,951-33.1% | $4,740-30.1% |
| Participant deferral / active EE | $6,229 | $6,446-3.4% | $5,637+10.5% | $6,400-2.7% |
| Admin fee / account holder | $290 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |