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 | $107,543 | $142,344-24.4% | $119,609-10.1% | $134,475-20.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -14.02% | -12.44%-1.6pp | -14.97%+0.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,292 | $5,222-56.1% | $4,232-45.8% | $4,740-51.6% |
| Participant deferral / active EE | $7,574 | $6,469+17.1% | $5,602+35.2% | $6,400+18.3% |
| Admin fee / account holder | $33 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |