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 | $26,902 | $87,540-69.3% | $75,781-64.5% | $125,391-78.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -2.46% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $6,194 | $3,930+57.6% | $3,323+86.4% | $4,866+27.3% |
| Participant deferral / active EE | $3,078 | $4,229-27.2% | $3,651-15.7% | $5,352-42.5% |
| Admin fee / account holder | $191 | $6,502-97.1% | $5,299-96.4% | $9,540-98.0% |