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 | $98,253 | $133,958-26.7% | $112,228-12.5% | $134,475-26.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -16.82% | 47.11%-63.9pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,894 | $5,291+11.4% | $4,728+24.7% | $6,400-7.9% |
| Admin fee / account holder | $198 | $7,489-97.3% | $6,410-96.9% | $11,426-98.3% |