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 9-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 | $83,776 | $99,032-15.4% | $80,019+4.7% | $135,375-38.1% |
| Participation rate | 76.9% | 78.4%-1.4pp | 75.8%+1.1pp | 82.6%-5.7pp |
| Annual return | -2.29% | 15.39%-17.7pp | 11.22%-13.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,410 | $3,043-20.8% | $2,468-2.4% | $4,779-49.6% |
| Participant deferral / active EE | $6,466 | $4,282+51.0% | $3,686+75.4% | $5,609+15.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |