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 | $74,613 | $77,813-4.1% | $123,544-39.6% | $64,186+16.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -6.95% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,594 | $5,240+83.1% | $6,426+49.3% | $3,470+176.5% |
| Admin fee / account holder | $221 | $5,519-96.0% | $9,284-97.6% | $4,888-95.5% |