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 | $44,915 | $87,540-48.7% | $75,781-40.7% | $125,391-64.2% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -2.24% | 13.48%-15.7pp | 9.68%-11.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $6,249 | $3,930+59.0% | $3,323+88.1% | $4,866+28.4% |
| Participant deferral / active EE | $3,342 | $4,229-21.0% | $3,651-8.5% | $5,352-37.5% |
| Admin fee / account holder | $84 | $6,502-98.7% | $5,299-98.4% | $9,540-99.1% |