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 | $86,357 | $82,664+4.5% | $125,339-31.1% | $68,494+26.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.99% | -5.97%-6.0pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $6,609 | $3,381+95.5% | $4,814+37.3% | $2,596+154.6% |
| Participant deferral / active EE | $2,953 | $6,110-51.7% | $7,446-60.3% | $4,027-26.7% |
| Admin fee / account holder | $182 | $6,275-97.1% | $10,010-98.2% | $5,403-96.6% |