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 | $136,686 | $90,519+51.0% | $93,789+45.7% | $134,475+1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.08% | -15.72%-2.4pp | -11.33%-6.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,626 | $4,343+6.5% | $4,323+7.0% | $4,740-2.4% |
| Participant deferral / active EE | $5,240 | $5,978-12.4% | $6,094-14.0% | $6,400-18.1% |
| Admin fee / account holder | $40 | $9,252-99.6% | $7,195-99.4% | $11,426-99.7% |