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 | $66,488 | $73,004-8.9% | $90,749-26.7% | $68,494-2.9% |
| Participation rate | 92.0% | 70.8%+21.2pp | 75.7%+16.3pp | 67.9%+24.1pp |
| Annual return | -16.59% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,286 | $2,193+4.2% | $2,921-21.7% | $2,596-12.0% |
| Participant deferral / active EE | $5,246 | $3,627+44.7% | $4,564+14.9% | $4,027+30.3% |
| Admin fee / account holder | $267 | $5,896-95.5% | $8,445-96.8% | $5,403-95.1% |