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 | $115,426 | $95,862+20.4% | $79,550+45.1% | $134,475-14.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.37% | -2.69%-10.7pp | 0.16%-13.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,755 | $3,128-11.9% | $2,413+14.2% | $4,740-41.9% |
| Participant deferral / active EE | $3,444 | $4,693-26.6% | $3,985-13.6% | $6,400-46.2% |
| Admin fee / account holder | $218 | $9,126-97.6% | $6,832-96.8% | $11,426-98.1% |