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 | $77,716 | $129,942-40.2% | $104,294-25.5% | $134,475-42.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.48% | 42.03%-59.5pp | 24.61%-42.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,587 | $4,184+33.5% | $3,372+65.7% | $4,740+17.9% |
| Participant deferral / active EE | $7,332 | $5,588+31.2% | $4,625+58.5% | $6,400+14.6% |
| Admin fee / account holder | $105 | $9,323-98.9% | $7,339-98.6% | $11,426-99.1% |