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 | $96,059 | $131,829-27.1% | $108,579-11.5% | $273,961-64.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.37% | -91.57%+98.9pp | -51.70%+59.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,610 | $4,912-26.5% | $3,758-3.9% | $4,869-25.9% |
| Participant deferral / active EE | $8,815 | $5,127+71.9% | $4,311+104.5% | $5,287+66.7% |
| Admin fee / account holder | $10 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |