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 | $109,974 | $131,829-16.6% | $108,579+1.3% | $273,961-59.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 12.51% | -91.57%+104.1pp | -51.70%+64.2pp | 41.45%-28.9pp |
| Employer contribution / active EE | $3,482 | $4,912-29.1% | $3,758-7.4% | $4,869-28.5% |
| Participant deferral / active EE | $8,442 | $5,127+64.6% | $4,311+95.8% | $5,287+59.7% |
| Admin fee / account holder | $218 | $10,252-97.9% | $7,645-97.2% | $10,132-97.9% |