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 | $93,111 | $87,540+6.4% | $75,781+22.9% | $125,391-25.7% |
| Participation rate | 78.9% | 80.2%-1.2pp | 75.8%+3.1pp | 83.2%-4.2pp |
| Annual return | 0.24% | 13.48%-13.2pp | 9.68%-9.4pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,176 | $3,930-70.1% | $3,323-64.6% | $4,866-75.8% |
| Participant deferral / active EE | $3,246 | $4,229-23.2% | $3,651-11.1% | $5,352-39.3% |
| Admin fee / account holder | $1 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |