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 | $78,418 | $107,791-27.2% | $90,645-13.5% | $135,375-42.1% |
| Participation rate | 81.0% | 78.0%+2.9pp | 74.0%+6.9pp | 82.6%-1.7pp |
| Annual return | -8.38% | -0.90%-7.5pp | 1.88%-10.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,673 | $3,018-44.6% | $2,532-33.9% | $4,779-65.0% |
| Participant deferral / active EE | $4,665 | $3,872+20.5% | $3,425+36.2% | $5,609-16.8% |
| Admin fee / account holder | $288 | $5,930-95.1% | $4,994-94.2% | $10,827-97.3% |