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 | $114,627 | $94,529+21.3% | $140,016-18.1% | $64,186+78.6% |
| Participation rate | 80.9% | 84.1%-3.2pp | 87.5%-6.6pp | 69.6%+11.3pp |
| Annual return | -3.71% | 7.77%-11.5pp | 651.12%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,227 | $5,250-0.4% | $6,927-24.5% | $3,470+50.7% |
| Admin fee / account holder | $204 | $6,741-97.0% | $10,705-98.1% | $4,888-95.8% |