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 | $106,138 | $133,958-20.8% | $112,228-5.4% | $134,475-21.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -14.65% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,088 | $4,038-73.0% | $3,635-70.1% | $4,740-77.0% |
| Participant deferral / active EE | $14,779 | $5,291+179.4% | $4,728+212.6% | $6,400+130.9% |
| Admin fee / account holder | $17 | $7,489-99.8% | $6,410-99.7% | $11,426-99.9% |