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 | $26,074 | $77,813-66.5% | $123,544-78.9% | $64,186-59.4% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -5.06% | 12.48%-17.5pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $733 | $3,014-75.7% | $4,628-84.2% | $2,381-69.2% |
| Participant deferral / active EE | $3,365 | $5,240-35.8% | $6,426-47.6% | $3,470-3.0% |
| Admin fee / account holder | $123 | $5,519-97.8% | $9,284-98.7% | $4,888-97.5% |