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 | $117,797 | $167,484-29.7% | $151,611-22.3% | $134,475-12.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.34% | 7.80%-20.1pp | 3.33%-15.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,780 | $6,829-59.3% | $6,166-54.9% | $4,740-41.4% |
| Participant deferral / active EE | $9,054 | $8,986+0.8% | $8,363+8.3% | $6,400+41.5% |
| Admin fee / account holder | $215 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |