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 | $52,093 | $92,222-43.5% | $76,768-32.1% | $135,375-61.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -8.37% | 5.46%-13.8pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,346 | $3,216+4.0% | $2,485+34.6% | $4,779-30.0% |
| Participant deferral / active EE | $7,708 | $4,509+71.0% | $3,852+100.1% | $5,609+37.4% |
| Admin fee / account holder | $228 | $10,748-97.9% | $6,675-96.6% | $10,827-97.9% |