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 | $93,942 | $95,971-2.1% | $74,550+26.0% | $135,375-30.6% |
| Participation rate | 76.2% | 75.7%+0.5pp | 69.1%+7.0pp | 82.6%-6.5pp |
| Annual return | -6.26% | 56.96%-63.2pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,075 | $3,843+6.0% | $3,108+31.1% | $5,609-27.4% |
| Admin fee / account holder | $61 | $6,522-99.1% | $5,060-98.8% | $10,827-99.4% |