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 | $123,095 | $95,862+28.4% | $79,550+54.7% | $134,475-8.5% |
| Participation rate | 81.3% | 75.0%+6.2pp | 69.5%+11.8pp | 81.2%0pp |
| Annual return | -15.68% | -2.69%-13.0pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,006 | $3,128-3.9% | $2,413+24.6% | $4,740-36.6% |
| Participant deferral / active EE | $6,643 | $4,693+41.6% | $3,985+66.7% | $6,400+3.8% |
| Admin fee / account holder | $44 | $9,126-99.5% | $6,832-99.4% | $11,426-99.6% |