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 | $26,462 | $92,222-71.3% | $76,768-65.5% | $135,375-80.5% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -7.58% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,676 | $3,216-47.9% | $2,485-32.6% | $4,779-64.9% |
| Participant deferral / active EE | $6,796 | $4,509+50.7% | $3,852+76.4% | $5,609+21.2% |
| Admin fee / account holder | $248 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |