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 | $87,737 | $127,386-31.1% | $115,037-23.7% | $125,391-30.0% |
| Participation rate | 78.3% | 84.2%-5.9pp | 81.4%-3.1pp | 83.2%-4.9pp |
| Annual return | -3.41% | 31.28%-34.7pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,798 | $5,166-65.2% | $4,608-61.0% | $4,866-63.0% |
| Participant deferral / active EE | $4,436 | $6,423-30.9% | $6,026-26.4% | $5,352-17.1% |
| Admin fee / account holder | $170 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |