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 | $53,104 | $73,867-28.1% | $143,757-63.1% | $68,494-22.5% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -17.19% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,629 | $3,184-17.4% | $4,951-46.9% | $2,596+1.3% |
| Participant deferral / active EE | $6,533 | $3,384+93.0% | $5,637+15.9% | $4,027+62.2% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |