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 | $86,752 | $90,590-4.2% | $90,782-4.4% | $135,375-35.9% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.7%+4.8pp | 82.6%+4.9pp |
| Annual return | -8.12% | -3.40%-4.7pp | -3.42%-4.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,826 | $4,352-12.1% | $4,105-6.8% | $4,779-19.9% |
| Participant deferral / active EE | $3,205 | $5,407-40.7% | $5,366-40.3% | $5,609-42.9% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |