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 | $92,404 | $129,942-28.9% | $104,294-11.4% | $134,475-31.3% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -17.64% | 42.03%-59.7pp | 24.61%-42.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,582 | $4,184-38.3% | $3,372-23.4% | $4,740-45.5% |
| Participant deferral / active EE | $6,923 | $5,588+23.9% | $4,625+49.7% | $6,400+8.2% |
| Admin fee / account holder | $55 | $9,323-99.4% | $7,339-99.3% | $11,426-99.5% |