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 | $86,967 | $107,791-19.3% | $90,645-4.1% | $135,375-35.8% |
| Participation rate | 76.5% | 78.0%-1.6pp | 74.0%+2.4pp | 82.6%-6.2pp |
| Annual return | -8.37% | -0.90%-7.5pp | 1.88%-10.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,655 | $3,018-12.0% | $2,532+4.9% | $4,779-44.4% |
| Participant deferral / active EE | $5,171 | $3,872+33.6% | $3,425+51.0% | $5,609-7.8% |
| Admin fee / account holder | $165 | $5,930-97.2% | $4,994-96.7% | $10,827-98.5% |