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 | $105,282 | $180,449-41.7% | $154,107-31.7% | $135,375-22.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -4.72% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $7,034 | $6,035+16.5% | $5,298+32.8% | $4,779+47.2% |
| Participant deferral / active EE | $3,774 | $5,806-35.0% | $5,081-25.7% | $5,609-32.7% |
| Admin fee / account holder | $7 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |