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 | $192,821 | $211,958-9.0% | $169,463+13.8% | $135,375+42.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.62% | 3.26%-10.9pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,276 | $5,120-36.0% | $4,159-21.2% | $4,779-31.4% |
| Participant deferral / active EE | $9,766 | $6,075+60.8% | $5,277+85.1% | $5,609+74.1% |
| Admin fee / account holder | $125 | $11,471-98.9% | $9,109-98.6% | $10,827-98.9% |