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 | $61,991 | $127,100-51.2% | $105,738-41.4% | $135,375-54.2% |
| Participation rate | 76.2% | 82.7%-6.5pp | 76.3%-0.1pp | 82.6%-6.5pp |
| Annual return | -5.16% | 4.49%-9.7pp | 6.27%-11.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,782 | $4,107-32.2% | $3,268-14.9% | $4,779-41.8% |
| Participant deferral / active EE | $3,793 | $5,064-25.1% | $4,080-7.0% | $5,609-32.4% |
| Admin fee / account holder | $62 | $9,087-99.3% | $6,913-99.1% | $10,827-99.4% |