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 | $33,715 | $90,600-62.8% | $79,464-57.6% | $135,375-75.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.00% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,526 | $3,068-17.7% | $2,800-9.8% | $4,779-47.1% |
| Participant deferral / active EE | $6,318 | $4,050+56.0% | $3,704+70.6% | $5,609+12.7% |
| Admin fee / account holder | $165 | $5,907-97.2% | $5,113-96.8% | $10,827-98.5% |