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 | $73,038 | $107,791-32.2% | $90,645-19.4% | $135,375-46.0% |
| Participation rate | 76.5% | 78.0%-1.6pp | 74.0%+2.4pp | 82.6%-6.2pp |
| Annual return | -7.12% | -0.90%-6.2pp | 1.88%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,152 | $3,018-61.8% | $2,532-54.5% | $4,779-75.9% |
| Participant deferral / active EE | $3,785 | $3,872-2.3% | $3,425+10.5% | $5,609-32.5% |
| Admin fee / account holder | $289 | $5,930-95.1% | $4,994-94.2% | $10,827-97.3% |