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 | $40,098 | $95,971-58.2% | $74,550-46.2% | $135,375-70.4% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -6.85% | 56.96%-63.8pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $751 | $2,716-72.3% | $1,961-61.7% | $4,779-84.3% |
| Participant deferral / active EE | $7,726 | $3,843+101.0% | $3,108+148.6% | $5,609+37.7% |
| Admin fee / account holder | $182 | $6,522-97.2% | $5,060-96.4% | $10,827-98.3% |