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 | $99,285 | $167,307-40.7% | $143,757-30.9% | $134,475-26.2% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -6.95% | 0.46%-7.4pp | -0.04%-6.9pp | 417.96%-424.9pp |
| Employer contribution / active EE | $5,675 | $5,619+1.0% | $4,951+14.6% | $4,740+19.7% |
| Participant deferral / active EE | $7,209 | $6,446+11.8% | $5,637+27.9% | $6,400+12.6% |
| Admin fee / account holder | $164 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |