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 | $49,112 | $99,032-50.4% | $80,019-38.6% | $135,375-63.7% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -8.30% | 15.39%-23.7pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,891 | $3,043-5.0% | $2,468+17.2% | $4,779-39.5% |
| Participant deferral / active EE | $1,703 | $4,282-60.2% | $3,686-53.8% | $5,609-69.6% |
| Admin fee / account holder | $21 | $10,436-99.8% | $6,521-99.7% | $10,827-99.8% |