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 5-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 | $74,857 | $167,484-55.3% | $151,611-50.6% | $134,475-44.3% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -11.16% | 7.80%-19.0pp | 3.33%-14.5pp | 417.96%-429.1pp |
| Employer contribution / active EE | $6,449 | $6,829-5.6% | $6,166+4.6% | $4,740+36.1% |
| Participant deferral / active EE | $9,988 | $8,986+11.1% | $8,363+19.4% | $6,400+56.1% |
| Admin fee / account holder | $57 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |