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 | $90,392 | $131,829-31.4% | $108,579-16.7% | $273,961-67.0% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.6%-0.6pp | 83.0%-4.1pp |
| Annual return | 5.34% | -91.57%+96.9pp | -51.70%+57.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,150 | $4,912-56.2% | $3,758-42.8% | $4,869-55.8% |
| Participant deferral / active EE | $4,288 | $5,127-16.4% | $4,311-0.5% | $5,287-18.9% |
| Admin fee / account holder | $154 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |