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 | $61,911 | $113,935-45.7% | $94,224-34.3% | $125,391-50.6% |
| Participation rate | 95.2% | 82.9%+12.3pp | 78.8%+16.5pp | 83.2%+12.0pp |
| Annual return | -2.04% | 5.29%-7.3pp | 10.68%-12.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,965 | $4,727-58.4% | $3,587-45.2% | $4,866-59.6% |
| Participant deferral / active EE | $4,639 | $5,179-10.4% | $4,320+7.4% | $5,352-13.3% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |