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 | $42,722 | $77,813-45.1% | $123,544-65.4% | $64,186-33.4% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -3.55% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,798 | $3,014-7.2% | $4,628-39.5% | $2,381+17.5% |
| Participant deferral / active EE | $7,333 | $5,240+40.0% | $6,426+14.1% | $3,470+111.4% |
| Admin fee / account holder | $202 | $5,519-96.3% | $9,284-97.8% | $4,888-95.9% |