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 | $65,488 | $167,484-60.9% | $151,611-56.8% | $134,475-51.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.81% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,542 | $6,829-62.8% | $6,166-58.8% | $4,740-46.4% |
| Participant deferral / active EE | $8,006 | $8,986-10.9% | $8,363-4.3% | $6,400+25.1% |
| Admin fee / account holder | $276 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |