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 | $121,102 | $54,726+121.3% | $68,793+76.0% | $64,186+88.7% |
| Participation rate | 76.9% | 68.0%+8.9pp | 72.2%+4.7pp | 69.6%+7.4pp |
| Annual return | -7.22% | -1.62%-5.6pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,151 | $1,846-37.7% | $2,625-56.2% | $2,381-51.7% |
| Participant deferral / active EE | $2,533 | $2,626-3.5% | $3,311-23.5% | $3,470-27.0% |
| Admin fee / account holder | $57 | $4,027-98.6% | $5,131-98.9% | $4,888-98.8% |