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 | $21,629 | $87,540-75.3% | $75,781-71.5% | $125,391-82.8% |
| Participation rate | 78.9% | 80.2%-1.2pp | 75.8%+3.1pp | 83.2%-4.2pp |
| Annual return | -0.78% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $4,137 | $3,930+5.3% | $3,323+24.5% | $4,866-15.0% |
| Participant deferral / active EE | $3,108 | $4,229-26.5% | $3,651-14.9% | $5,352-41.9% |
| Admin fee / account holder | $102 | $6,502-98.4% | $5,299-98.1% | $9,540-98.9% |