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 | $125,591 | $167,484-25.0% | $151,611-17.2% | $134,475-6.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.51% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,732 | $6,829-74.6% | $6,166-71.9% | $4,740-63.5% |
| Participant deferral / active EE | $9,678 | $8,986+7.7% | $8,363+15.7% | $6,400+51.2% |
| Admin fee / account holder | $18 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |