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 | $93,800 | $87,540+7.2% | $75,781+23.8% | $125,391-25.2% |
| Participation rate | 73.7% | 80.2%-6.5pp | 75.8%-2.1pp | 83.2%-9.5pp |
| Annual return | -1.74% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,230 | $3,930-17.8% | $3,323-2.8% | $4,866-33.6% |
| Participant deferral / active EE | $8,555 | $4,229+102.3% | $3,651+134.3% | $5,352+59.9% |
| Admin fee / account holder | $5 | $6,502-99.9% | $5,299-99.9% | $9,540-99.9% |