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 | $89,698 | $90,600-1.0% | $79,464+12.9% | $135,375-33.7% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -5.36% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $944 | $4,050-76.7% | $3,704-74.5% | $5,609-83.2% |
| Admin fee / account holder | $243 | $5,907-95.9% | $5,113-95.3% | $10,827-97.8% |