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 | $72,037 | $71,883+0.2% | $86,677-16.9% | $68,494+5.2% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -16.58% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $959 | $2,173-55.9% | $2,836-66.2% | $2,596-63.1% |
| Participant deferral / active EE | $9,588 | $3,779+153.7% | $4,656+105.9% | $4,027+138.1% |
| Admin fee / account holder | $290 | $6,112-95.3% | $7,493-96.1% | $5,403-94.6% |