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 | $88,822 | $142,344-37.6% | $119,609-25.7% | $134,475-33.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.47% | -12.44%0pp | -14.97%+2.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $10,907 | $5,222+108.9% | $4,232+157.7% | $4,740+130.1% |
| Participant deferral / active EE | $8,166 | $6,469+26.2% | $5,602+45.8% | $6,400+27.6% |
| Admin fee / account holder | $55 | $13,584-99.6% | $10,323-99.5% | $11,426-99.5% |