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 | $48,834 | $100,754-51.5% | $86,677-43.7% | $134,475-63.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -18.21% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,493 | $3,489-57.2% | $2,836-47.4% | $4,740-68.5% |
| Participant deferral / active EE | $3,182 | $5,338-40.4% | $4,656-31.7% | $6,400-50.3% |
| Admin fee / account holder | $125 | $10,926-98.9% | $7,493-98.3% | $11,426-98.9% |