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 | $90,734 | $129,942-30.2% | $104,294-13.0% | $134,475-32.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | 42.03%-60.3pp | 24.61%-42.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $8,736 | $4,184+108.8% | $3,372+159.1% | $4,740+84.3% |
| Participant deferral / active EE | $4,678 | $5,588-16.3% | $4,625+1.1% | $6,400-26.9% |
| Admin fee / account holder | $136 | $9,323-98.5% | $7,339-98.1% | $11,426-98.8% |