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 | $120,522 | $167,307-28.0% | $143,757-16.2% | $134,475-10.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.24% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $5,194 | $5,619-7.6% | $4,951+4.9% | $4,740+9.6% |
| Participant deferral / active EE | $5,655 | $6,446-12.3% | $5,637+0.3% | $6,400-11.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |