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 | $71,061 | $167,307-57.5% | $143,757-50.6% | $134,475-47.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -10.97% | 0.46%-11.4pp | -0.04%-10.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,157 | $5,619-61.6% | $4,951-56.4% | $4,740-54.5% |
| Participant deferral / active EE | $6,347 | $6,446-1.5% | $5,637+12.6% | $6,400-0.8% |
| Admin fee / account holder | $280 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |