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 | $25,248 | $77,813-67.6% | $123,544-79.6% | $64,186-60.7% |
| Participation rate | 73.0% | 74.7%-1.7pp | 82.3%-9.3pp | 69.6%+3.4pp |
| Annual return | -6.72% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,504 | $3,014-50.1% | $4,628-67.5% | $2,381-36.8% |
| Participant deferral / active EE | $3,399 | $5,240-35.1% | $6,426-47.1% | $3,470-2.0% |
| Admin fee / account holder | $265 | $5,519-95.2% | $9,284-97.1% | $4,888-94.6% |