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 | $87,274 | $85,790+1.7% | $67,313+29.7% | $135,375-35.5% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 82.6%-12.1pp |
| Annual return | -8.56% | -0.54%-8.0pp | -4.08%-4.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,756 | $3,487+65.0% | $2,566+124.3% | $4,779+20.4% |
| Participant deferral / active EE | $5,058 | $4,651+8.8% | $3,568+41.8% | $5,609-9.8% |
| Admin fee / account holder | $108 | $6,392-98.3% | $4,507-97.6% | $10,827-99.0% |