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 | $54,053 | $92,703-41.7% | $82,719-34.7% | $134,475-59.8% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -18.10% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,108 | $3,274+25.5% | $3,009+36.5% | $4,740-13.3% |
| Participant deferral / active EE | $3,491 | $4,802-27.3% | $4,395-20.6% | $6,400-45.5% |
| Admin fee / account holder | $275 | $5,983-95.4% | $5,329-94.8% | $11,426-97.6% |