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 | $89,086 | $97,044-8.2% | $83,333+6.9% | $135,375-34.2% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -8.00% | 12.31%-20.3pp | 10.63%-18.6pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,718 | $4,143-34.4% | $3,379-19.6% | $4,779-43.1% |
| Participant deferral / active EE | $6,905 | $5,964+15.8% | $5,565+24.1% | $5,609+23.1% |
| Admin fee / account holder | $11 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |