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 | $53,614 | $131,829-59.3% | $108,579-50.6% | $273,961-80.4% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 8.60% | -91.57%+100.2pp | -51.70%+60.3pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,078 | $4,912-78.1% | $3,758-71.3% | $4,869-77.9% |
| Participant deferral / active EE | $8,179 | $5,127+59.5% | $4,311+89.7% | $5,287+54.7% |
| Admin fee / account holder | $24 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |