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 | $39,015 | $92,703-57.9% | $82,719-52.8% | $134,475-71.0% |
| Participation rate | 82.6% | 75.2%+7.4pp | 72.6%+10.1pp | 81.2%+1.4pp |
| Annual return | -18.17% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,427 | $3,274+4.7% | $3,009+13.9% | $4,740-27.7% |
| Participant deferral / active EE | $4,349 | $4,802-9.4% | $4,395-1.0% | $6,400-32.0% |
| Admin fee / account holder | $196 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |