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 | $53,486 | $97,757-45.3% | $83,848-36.2% | $135,375-60.5% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.11% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,930 | $4,222-30.6% | $3,631-19.3% | $4,779-38.7% |
| Participant deferral / active EE | $6,730 | $4,682+43.7% | $4,082+64.9% | $5,609+20.0% |
| Admin fee / account holder | $189 | $6,674-97.2% | $5,478-96.5% | $10,827-98.3% |