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 8-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 | $86,974 | $167,307-48.0% | $143,757-39.5% | $134,475-35.3% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.87% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,088 | $5,619-62.8% | $4,951-57.8% | $4,740-55.9% |
| Participant deferral / active EE | $5,730 | $6,446-11.1% | $5,637+1.6% | $6,400-10.5% |
| Admin fee / account holder | $274 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |