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 | $124,906 | $190,805-34.5% | $159,960-21.9% | $134,475-7.1% |
| Participation rate | 90.5% | 81.9%+8.5pp | 78.0%+12.5pp | 81.2%+9.3pp |
| Annual return | -15.09% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,873 | $4,995-2.4% | $4,226+15.3% | $4,740+2.8% |
| Participant deferral / active EE | $4,719 | $6,923-31.8% | $6,182-23.7% | $6,400-26.3% |
| Admin fee / account holder | $6 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |