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 | $88,024 | $90,590-2.8% | $90,782-3.0% | $135,375-35.0% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -4.66% | -3.40%-1.3pp | -3.42%-1.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,075 | $4,352-52.3% | $4,105-49.5% | $4,779-56.6% |
| Participant deferral / active EE | $4,458 | $5,407-17.5% | $5,366-16.9% | $5,609-20.5% |
| Admin fee / account holder | $180 | $7,683-97.7% | $5,908-97.0% | $10,827-98.3% |