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 | $131,616 | $197,825-33.5% | $155,790-15.5% | $125,391+5.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | 0.41% | 86.74%-86.3pp | 71.54%-71.1pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,333 | $4,847-51.9% | $3,836-39.2% | $4,866-52.1% |
| Participant deferral / active EE | $6,507 | $5,630+15.6% | $4,797+35.7% | $5,352+21.6% |
| Admin fee / account holder | $122 | $9,545-98.7% | $7,478-98.4% | $9,540-98.7% |