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 | $69,199 | $73,867-6.3% | $143,757-51.9% | $68,494+1.0% |
| Participation rate | 71.9% | 66.7%+5.2pp | 80.3%-8.4pp | 67.9%+4.0pp |
| Annual return | -13.26% | 1.01%-14.3pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $7,438 | $3,184+133.6% | $4,951+50.2% | $2,596+186.5% |
| Participant deferral / active EE | $4,705 | $3,384+39.0% | $5,637-16.5% | $4,027+16.8% |
| Admin fee / account holder | $199 | $5,755-96.5% | $14,673-98.6% | $5,403-96.3% |