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 | $88,845 | $167,484-47.0% | $151,611-41.4% | $134,475-33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.11% | 7.80%-13.9pp | 3.33%-9.4pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,596 | $6,829-76.6% | $6,166-74.1% | $4,740-66.3% |
| Participant deferral / active EE | $8,541 | $8,986-4.9% | $8,363+2.1% | $6,400+33.5% |
| Admin fee / account holder | $291 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |