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 | $23,854 | $100,754-76.3% | $86,677-72.5% | $134,475-82.3% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -11.67% | 29.04%-40.7pp | 35.91%-47.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,312 | $3,489-62.4% | $2,836-53.7% | $4,740-72.3% |
| Participant deferral / active EE | $2,169 | $5,338-59.4% | $4,656-53.4% | $6,400-66.1% |
| Admin fee / account holder | $254 | $10,926-97.7% | $7,493-96.6% | $11,426-97.8% |