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 9-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 | $84,083 | $63,953+31.5% | $54,726+53.6% | $135,375-37.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -5.76% | -5.77%0pp | -4.56%-1.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,881 | $4,256+38.2% | $3,449+70.5% | $4,779+23.1% |
| Participant deferral / active EE | $4,257 | $4,810-11.5% | $3,953+7.7% | $5,609-24.1% |
| Admin fee / account holder | $290 | $4,567-93.6% | $3,818-92.4% | $10,827-97.3% |