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 | $103,118 | $180,449-42.9% | $154,107-33.1% | $135,375-23.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.02% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,965 | $6,035-67.4% | $5,298-62.9% | $4,779-58.9% |
| Participant deferral / active EE | $3,690 | $5,806-36.4% | $5,081-27.4% | $5,609-34.2% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |