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 | $103,268 | $110,094-6.2% | $151,611-31.9% | $68,494+50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.94% | -10.12%-4.8pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,208 | $4,471+16.5% | $6,166-15.5% | $2,596+100.6% |
| Participant deferral / active EE | $15,235 | $6,527+133.4% | $8,363+82.2% | $4,027+278.3% |
| Admin fee / account holder | $168 | $7,719-97.8% | $11,616-98.6% | $5,403-96.9% |