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 | $63,756 | $92,222-30.9% | $76,768-17.0% | $135,375-52.9% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -5.16% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,545 | $3,216+41.3% | $2,485+82.9% | $4,779-4.9% |
| Participant deferral / active EE | $4,209 | $4,509-6.6% | $3,852+9.3% | $5,609-25.0% |
| Admin fee / account holder | $188 | $10,748-98.3% | $6,675-97.2% | $10,827-98.3% |