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 | $183,615 | $90,519+102.8% | $93,789+95.8% | $134,475+36.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 81.0%+6.5pp | 81.2%+6.3pp |
| Annual return | -15.09% | -15.72%+0.6pp | -11.33%-3.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,712 | $5,978-21.2% | $6,094-22.7% | $6,400-26.4% |
| Admin fee / account holder | $120 | $9,252-98.7% | $7,195-98.3% | $11,426-99.0% |