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 | $56,112 | $77,813-27.9% | $123,544-54.6% | $64,186-12.6% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,472 | $3,014-51.2% | $4,628-68.2% | $2,381-38.2% |
| Participant deferral / active EE | $3,439 | $5,240-34.4% | $6,426-46.5% | $3,470-0.9% |
| Admin fee / account holder | $299 | $5,519-94.6% | $9,284-96.8% | $4,888-93.9% |