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 | $49,349 | $77,813-36.6% | $123,544-60.1% | $64,186-23.1% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.6pp |
| Annual return | -4.76% | 12.48%-17.2pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,168 | $3,014+5.1% | $4,628-31.6% | $2,381+33.0% |
| Participant deferral / active EE | $6,434 | $5,240+22.8% | $6,426+0.1% | $3,470+85.5% |
| Admin fee / account holder | $3 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |