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 | $23,557 | $77,813-69.7% | $123,544-80.9% | $64,186-63.3% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -6.69% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,147 | $3,014-61.9% | $4,628-75.2% | $2,381-51.8% |
| Participant deferral / active EE | $6,245 | $5,240+19.2% | $6,426-2.8% | $3,470+80.0% |
| Admin fee / account holder | $177 | $5,519-96.8% | $9,284-98.1% | $4,888-96.4% |