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 | $89,467 | $142,344-37.1% | $119,609-25.2% | $134,475-33.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.20% | -12.44%+6.2pp | -14.97%+8.8pp | 417.96%-424.2pp |
| Employer contribution / active EE | $11,731 | $5,222+124.6% | $4,232+177.2% | $4,740+147.5% |
| Participant deferral / active EE | $6,833 | $6,469+5.6% | $5,602+22.0% | $6,400+6.8% |
| Admin fee / account holder | $98 | $13,584-99.3% | $10,323-99.0% | $11,426-99.1% |