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 | $92,921 | $142,344-34.7% | $119,609-22.3% | $134,475-30.9% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -17.46% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,804 | $5,222-46.3% | $4,232-33.7% | $4,740-40.8% |
| Participant deferral / active EE | $4,431 | $6,469-31.5% | $5,602-20.9% | $6,400-30.8% |
| Admin fee / account holder | $294 | $13,584-97.8% | $10,323-97.2% | $11,426-97.4% |