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 | $108,007 | $142,344-24.1% | $119,609-9.7% | $134,475-19.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.45% | -12.44%+2.0pp | -14.97%+4.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $9,771 | $5,222+87.1% | $4,232+130.9% | $4,740+106.2% |
| Participant deferral / active EE | $10,265 | $6,469+58.7% | $5,602+83.2% | $6,400+60.4% |
| Admin fee / account holder | $155 | $13,584-98.9% | $10,323-98.5% | $11,426-98.6% |