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 | $69,066 | $92,222-25.1% | $76,768-10.0% | $135,375-49.0% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -6.34% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,549 | $3,216+41.4% | $2,485+83.0% | $4,779-4.8% |
| Participant deferral / active EE | $10,786 | $4,509+139.2% | $3,852+180.0% | $5,609+92.3% |
| Admin fee / account holder | $126 | $10,748-98.8% | $6,675-98.1% | $10,827-98.8% |