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 | $138,849 | $180,449-23.1% | $154,107-9.9% | $135,375+2.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.50% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,652 | $6,035-6.3% | $5,298+6.7% | $4,779+18.3% |
| Participant deferral / active EE | $6,340 | $5,806+9.2% | $5,081+24.8% | $5,609+13.0% |
| Admin fee / account holder | $219 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |