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 | $89,251 | $77,976+14.5% | $81,367+9.7% | $125,391-28.8% |
| Participation rate | 91.7% | 83.3%+8.4pp | 82.3%+9.4pp | 83.2%+8.5pp |
| Annual return | -2.13% | -2.85%+0.7pp | -0.92%-1.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $4,899 | $4,366+12.2% | $3,930+24.7% | $4,866+0.7% |
| Participant deferral / active EE | $8,783 | $5,646+55.6% | $5,383+63.2% | $5,352+64.1% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,540-100.0% |