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 | $125,472 | $167,484-25.1% | $151,611-17.2% | $134,475-6.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -10.94% | 7.80%-18.7pp | 3.33%-14.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $3,950 | $6,829-42.2% | $6,166-35.9% | $4,740-16.7% |
| Participant deferral / active EE | $9,667 | $8,986+7.6% | $8,363+15.6% | $6,400+51.0% |
| Admin fee / account holder | $157 | $13,783-98.9% | $11,616-98.7% | $11,426-98.6% |