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 | $75,881 | $92,222-17.7% | $76,768-1.2% | $135,375-43.9% |
| Participation rate | 72.2% | 79.8%-7.5pp | 77.0%-4.7pp | 82.6%-10.4pp |
| Annual return | -8.37% | 5.46%-13.8pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,427 | $3,216-55.6% | $2,485-42.6% | $4,779-70.1% |
| Participant deferral / active EE | $2,425 | $4,509-46.2% | $3,852-37.0% | $5,609-56.8% |
| Admin fee / account holder | $88 | $10,748-99.2% | $6,675-98.7% | $10,827-99.2% |