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 | $129,587 | $167,484-22.6% | $151,611-14.5% | $134,475-3.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -20.38% | 7.80%-28.2pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $5,913 | $6,829-13.4% | $6,166-4.1% | $4,740+24.8% |
| Participant deferral / active EE | $6,324 | $8,986-29.6% | $8,363-24.4% | $6,400-1.2% |
| Admin fee / account holder | $85 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |