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 | $90,014 | $190,805-52.8% | $159,960-43.7% | $134,475-33.1% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -15.70% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,306 | $4,995-33.8% | $4,226-21.8% | $4,740-30.2% |
| Participant deferral / active EE | $6,925 | $6,9230% | $6,182+12.0% | $6,400+8.2% |
| Admin fee / account holder | $172 | $10,471-98.4% | $8,698-98.0% | $11,426-98.5% |