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 | $77,512 | $78,694-1.5% | $67,652+14.6% | $125,391-38.2% |
| Participation rate | 77.3% | 78.8%-1.5pp | 75.7%+1.6pp | 83.2%-5.9pp |
| Annual return | -1.72% | 9.46%-11.2pp | 6625.04%-6626.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,801 | $3,044-8.0% | $2,266+23.6% | $4,866-42.4% |
| Participant deferral / active EE | $2,439 | $4,292-43.2% | $3,560-31.5% | $5,352-54.4% |
| Admin fee / account holder | $9 | $7,403-99.9% | $4,821-99.8% | $9,540-99.9% |