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 | $73,382 | $50,958+44.0% | $74,550-1.6% | $64,186+14.3% |
| Participation rate | 72.3% | 61.1%+11.3pp | 69.1%+3.2pp | 69.6%+2.8pp |
| Annual return | -2.24% | -1.86%-0.4pp | 32.53%-34.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,903 | $2,301+113.0% | $3,108+57.7% | $3,470+41.3% |
| Admin fee / account holder | $69 | $4,223-98.4% | $5,060-98.6% | $4,888-98.6% |