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 | $107,427 | $45,863+134.2% | $77,024+39.5% | $68,494+56.8% |
| Participation rate | 76.9% | 55.9%+21.0pp | 67.9%+9.0pp | 67.9%+9.0pp |
| Annual return | -18.25% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,007 | $1,650+21.7% | $2,812-28.6% | $2,596-22.7% |
| Participant deferral / active EE | $5,297 | $2,962+78.8% | $4,426+19.7% | $4,027+31.5% |
| Admin fee / account holder | $267 | $3,041-91.2% | $5,425-95.1% | $5,403-95.1% |