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 | $119,268 | $135,635-12.1% | $110,238+8.2% | $135,375-11.9% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -5.09% | 513.19%-518.3pp | 314.74%-319.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,721 | $4,906-24.2% | $3,826-2.8% | $4,779-22.1% |
| Participant deferral / active EE | $7,376 | $5,506+33.9% | $4,672+57.9% | $5,609+31.5% |
| Admin fee / account holder | $11 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |