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 | $127,436 | $167,307-23.8% | $143,757-11.4% | $134,475-5.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.96% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,957 | $5,619-65.2% | $4,951-60.5% | $4,740-58.7% |
| Participant deferral / active EE | $7,034 | $6,446+9.1% | $5,637+24.8% | $6,400+9.9% |
| Admin fee / account holder | $195 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |