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 | $127,799 | $90,519+41.2% | $93,789+36.3% | $134,475-5.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -11.19% | -15.72%+4.5pp | -11.33%+0.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $3,741 | $4,343-13.9% | $4,323-13.5% | $4,740-21.1% |
| Participant deferral / active EE | $7,129 | $5,978+19.2% | $6,094+17.0% | $6,400+11.4% |
| Admin fee / account holder | $143 | $9,252-98.5% | $7,195-98.0% | $11,426-98.8% |