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 9-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 | $63,682 | $42,894+48.5% | $60,874+4.6% | $68,494-7.0% |
| Participation rate | 89.1% | 66.8%+22.3pp | 73.1%+16.0pp | 67.9%+21.2pp |
| Annual return | -15.36% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,187 | $1,978+10.6% | $2,701-19.0% | $2,596-15.8% |
| Participant deferral / active EE | $3,972 | $2,867+38.6% | $3,817+4.1% | $4,027-1.4% |
| Admin fee / account holder | $233 | $3,101-92.5% | $3,224-92.8% | $5,403-95.7% |