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 | $92,670 | $90,600+2.3% | $79,464+16.6% | $135,375-31.5% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -6.89% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,132 | $3,068-30.5% | $2,800-23.9% | $4,779-55.4% |
| Participant deferral / active EE | $5,681 | $4,050+40.3% | $3,704+53.4% | $5,609+1.3% |
| Admin fee / account holder | $173 | $5,907-97.1% | $5,113-96.6% | $10,827-98.4% |