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 | $46,103 | $91,911-49.8% | $68,793-33.0% | $135,375-65.9% |
| Participation rate | 83.3% | 76.7%+6.6pp | 72.2%+11.1pp | 82.6%+0.7pp |
| Annual return | -3.86% | -8.22%+4.4pp | -4.63%+0.8pp | 519.73%-523.6pp |
| Employer contribution / active EE | $4,091 | $3,924+4.3% | $2,625+55.8% | $4,779-14.4% |
| Participant deferral / active EE | $8,280 | $4,315+91.9% | $3,311+150.1% | $5,609+47.6% |
| Admin fee / account holder | $177 | $9,240-98.1% | $5,131-96.6% | $10,827-98.4% |