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 | $135,871 | $167,484-18.9% | $151,611-10.4% | $134,475+1.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.40% | 7.80%-17.2pp | 3.33%-12.7pp | 417.96%-427.4pp |
| Employer contribution / active EE | $6,322 | $6,829-7.4% | $6,166+2.5% | $4,740+33.4% |
| Participant deferral / active EE | $9,446 | $8,986+5.1% | $8,363+12.9% | $6,400+47.6% |
| Admin fee / account holder | $9 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |