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 | $91,767 | $113,935-19.5% | $94,224-2.6% | $125,391-26.8% |
| Participation rate | 78.3% | 82.9%-4.6pp | 78.8%-0.5pp | 83.2%-4.9pp |
| Annual return | -1.50% | 5.29%-6.8pp | 10.68%-12.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,033 | $4,727-57.0% | $3,587-43.3% | $4,866-58.2% |
| Participant deferral / active EE | $2,837 | $5,179-45.2% | $4,320-34.3% | $5,352-47.0% |
| Admin fee / account holder | $8 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |