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 | $98,673 | $142,344-30.7% | $119,609-17.5% | $134,475-26.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 3.82% | -12.44%+16.3pp | -14.97%+18.8pp | 417.96%-414.1pp |
| Employer contribution / active EE | $6,114 | $5,222+17.1% | $4,232+44.5% | $4,740+29.0% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $130 | $13,584-99.0% | $10,323-98.7% | $11,426-98.9% |