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 | $109,319 | $142,344-23.2% | $119,609-8.6% | $134,475-18.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.63% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $5,714 | $5,222+9.4% | $4,232+35.0% | $4,740+20.6% |
| Participant deferral / active EE | $12,925 | $6,469+99.8% | $5,602+130.7% | $6,400+102.0% |
| Admin fee / account holder | $131 | $13,584-99.0% | $10,323-98.7% | $11,426-98.9% |