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 | $63,180 | $87,540-27.8% | $75,781-16.6% | $125,391-49.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -3.03% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $8,300 | $3,930+111.2% | $3,323+149.7% | $4,866+70.6% |
| Participant deferral / active EE | $3,981 | $4,229-5.9% | $3,651+9.0% | $5,352-25.6% |
| Admin fee / account holder | $38 | $6,502-99.4% | $5,299-99.3% | $9,540-99.6% |