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 | $74,047 | $77,813-4.8% | $123,544-40.1% | $64,186+15.4% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -4.60% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,543 | $3,014-48.8% | $4,628-66.6% | $2,381-35.2% |
| Participant deferral / active EE | $7,213 | $5,240+37.7% | $6,426+12.3% | $3,470+107.9% |
| Admin fee / account holder | $2 | $5,519-100.0% | $9,284-100.0% | $4,888-99.9% |