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 | $98,080 | $167,307-41.4% | $143,757-31.8% | $134,475-27.1% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -15.59% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,111 | $5,619-62.4% | $4,951-57.4% | $4,740-55.5% |
| Participant deferral / active EE | $3,643 | $6,446-43.5% | $5,637-35.4% | $6,400-43.1% |
| Admin fee / account holder | $188 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |