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 | $160,964 | $95,862+67.9% | $79,550+102.3% | $134,475+19.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -16.28% | -2.69%-13.6pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,333 | $3,128+6.6% | $2,413+38.1% | $4,740-29.7% |
| Participant deferral / active EE | $3,637 | $4,693-22.5% | $3,985-8.7% | $6,400-43.2% |
| Admin fee / account holder | $153 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |