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 | $29,494 | $87,540-66.3% | $75,781-61.1% | $125,391-76.5% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -1.05% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,513 | $3,930-61.5% | $3,323-54.5% | $4,866-68.9% |
| Participant deferral / active EE | $4,496 | $4,229+6.3% | $3,651+23.1% | $5,352-16.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |