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 | $104,221 | $59,805+74.3% | $79,550+31.0% | $68,494+52.2% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -13.62% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $798 | $1,505-46.9% | $2,413-66.9% | $2,596-69.2% |
| Participant deferral / active EE | $7,786 | $3,024+157.4% | $3,985+95.4% | $4,027+93.3% |
| Admin fee / account holder | $185 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |