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 | $42,501 | $77,813-45.4% | $123,544-65.6% | $64,186-33.8% |
| Participation rate | 82.9% | 74.7%+8.1pp | 82.3%+0.6pp | 69.6%+13.3pp |
| Annual return | -7.47% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,002 | $3,014-66.7% | $4,628-78.3% | $2,381-57.9% |
| Participant deferral / active EE | $4,529 | $5,240-13.6% | $6,426-29.5% | $3,470+30.5% |
| Admin fee / account holder | $136 | $5,519-97.5% | $9,284-98.5% | $4,888-97.2% |