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 | $131,975 | $106,115+24.4% | $85,969+53.5% | $125,391+5.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.54% | 13.93%-16.5pp | 9.32%-11.9pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,330 | $4,537-70.7% | $3,474-61.7% | $4,866-72.7% |
| Participant deferral / active EE | $9,902 | $4,859+103.8% | $3,829+158.6% | $5,352+85.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |