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 | $53,010 | $73,867-28.2% | $143,757-63.1% | $68,494-22.6% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -14.63% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,408 | $3,184-24.4% | $4,951-51.4% | $2,596-7.2% |
| Participant deferral / active EE | $4,578 | $3,384+35.3% | $5,637-18.8% | $4,027+13.7% |
| Admin fee / account holder | $103 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |