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 | $160,467 | $167,484-4.2% | $151,611+5.8% | $134,475+19.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -12.06% | 7.80%-19.9pp | 3.33%-15.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $8,456 | $6,829+23.8% | $6,166+37.1% | $4,740+78.4% |
| Participant deferral / active EE | $10,595 | $8,986+17.9% | $8,363+26.7% | $6,400+65.5% |
| Admin fee / account holder | $71 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |