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 | $53,896 | $105,860-49.1% | $90,749-40.6% | $134,475-59.9% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -12.51% | -11.01%-1.5pp | -12.16%-0.3pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,833 | $3,462-47.1% | $2,921-37.2% | $4,740-61.3% |
| Participant deferral / active EE | $5,259 | $5,216+0.8% | $4,564+15.2% | $6,400-17.8% |
| Admin fee / account holder | $191 | $13,938-98.6% | $8,445-97.7% | $11,426-98.3% |