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 | $31,331 | $107,791-70.9% | $90,645-65.4% | $135,375-76.9% |
| Participation rate | 89.5% | 78.0%+11.4pp | 74.0%+15.5pp | 82.6%+6.8pp |
| Annual return | -6.68% | -0.90%-5.8pp | 1.88%-8.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,532 | $3,018+83.3% | $2,532+118.5% | $4,779+15.8% |
| Participant deferral / active EE | $5,015 | $3,872+29.5% | $3,425+46.4% | $5,609-10.6% |
| Admin fee / account holder | $297 | $5,930-95.0% | $4,994-94.0% | $10,827-97.3% |