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 | $67,211 | $107,791-37.6% | $90,645-25.9% | $135,375-50.4% |
| Participation rate | 88.9% | 78.0%+10.8pp | 74.0%+14.9pp | 82.6%+6.2pp |
| Annual return | -5.84% | -0.90%-4.9pp | 1.88%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,366 | $3,018-54.7% | $2,532-46.1% | $4,779-71.4% |
| Participant deferral / active EE | $5,664 | $3,872+46.3% | $3,425+65.4% | $5,609+1.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |