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 | $122,710 | $158,817-22.7% | $121,196+1.2% | $135,375-9.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -0.67% | -0.64%0pp | 16.93%-17.6pp | 519.73%-520.4pp |
| Employer contribution / active EE | $968 | $5,665-82.9% | $4,022-75.9% | $4,779-79.7% |
| Participant deferral / active EE | $5,385 | $4,005+34.5% | $3,344+61.0% | $5,609-4.0% |
| Admin fee / account holder | $20 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |