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 | $91,881 | $142,344-35.5% | $119,609-23.2% | $134,475-31.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.58% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,160 | $5,222-20.3% | $4,232-1.7% | $4,740-12.2% |
| Participant deferral / active EE | $3,989 | $6,469-38.3% | $5,602-28.8% | $6,400-37.7% |
| Admin fee / account holder | $189 | $13,584-98.6% | $10,323-98.2% | $11,426-98.3% |