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 | $93,904 | $64,707+45.1% | $112,228-16.3% | $68,494+37.1% |
| Participation rate | 70.4% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -16.45% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,659 | $2,746+33.2% | $3,635+0.7% | $2,596+40.9% |
| Participant deferral / active EE | $6,248 | $3,565+75.3% | $4,728+32.2% | $4,027+55.1% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |