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 | $138,278 | $142,344-2.9% | $119,609+15.6% | $134,475+2.8% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.3%+2.0pp | 81.2%0pp |
| Annual return | -16.63% | -12.44%-4.2pp | -14.97%-1.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,490 | $5,222-71.5% | $4,232-64.8% | $4,740-68.6% |
| Participant deferral / active EE | $8,313 | $6,469+28.5% | $5,602+48.4% | $6,400+29.9% |
| Admin fee / account holder | $267 | $13,584-98.0% | $10,323-97.4% | $11,426-97.7% |