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 | $33,943 | $99,032-65.7% | $80,019-57.6% | $135,375-74.9% |
| Participation rate | 84.2% | 78.4%+5.9pp | 75.8%+8.4pp | 82.6%+1.6pp |
| Annual return | -7.12% | 15.39%-22.5pp | 11.22%-18.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,140 | $3,043-62.6% | $2,468-53.8% | $4,779-76.2% |
| Participant deferral / active EE | $2,447 | $4,282-42.9% | $3,686-33.6% | $5,609-56.4% |
| Admin fee / account holder | $178 | $10,436-98.3% | $6,521-97.3% | $10,827-98.4% |