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 | $94,139 | $97,044-3.0% | $83,333+13.0% | $135,375-30.5% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -8.19% | 12.31%-20.5pp | 10.63%-18.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,224 | $4,143-46.3% | $3,379-34.2% | $4,779-53.5% |
| Participant deferral / active EE | $4,386 | $5,964-26.5% | $5,565-21.2% | $5,609-21.8% |
| Admin fee / account holder | $135 | $8,380-98.4% | $7,510-98.2% | $10,827-98.8% |