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 | $36,339 | $87,540-58.5% | $75,781-52.0% | $125,391-71.0% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -1.52% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,774 | $3,930-54.9% | $3,323-46.6% | $4,866-63.5% |
| Participant deferral / active EE | $5,642 | $4,229+33.4% | $3,651+54.5% | $5,352+5.4% |
| Admin fee / account holder | $191 | $6,502-97.1% | $5,299-96.4% | $9,540-98.0% |