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 | $83,103 | $180,449-53.9% | $154,107-46.1% | $135,375-38.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.25% | 888.09%-890.3pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $4,659 | $6,035-22.8% | $5,298-12.1% | $4,779-2.5% |
| Participant deferral / active EE | $6,562 | $5,806+13.0% | $5,081+29.2% | $5,609+17.0% |
| Admin fee / account holder | $6 | $16,143-100.0% | $13,411-100.0% | $10,827-99.9% |