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 | $122,907 | $90,519+35.8% | $93,789+31.0% | $134,475-8.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.59% | -15.72%-3.9pp | -11.33%-8.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,928 | $4,343-9.6% | $4,323-9.1% | $4,740-17.1% |
| Participant deferral / active EE | $10,738 | $5,978+79.6% | $6,094+76.2% | $6,400+67.8% |
| Admin fee / account holder | $214 | $9,252-97.7% | $7,195-97.0% | $11,426-98.1% |