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 | $25,249 | $77,813-67.6% | $123,544-79.6% | $64,186-60.7% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -7.42% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,959 | $3,014-35.0% | $4,628-57.7% | $2,381-17.7% |
| Participant deferral / active EE | $6,718 | $5,240+28.2% | $6,426+4.5% | $3,470+93.6% |
| Admin fee / account holder | $132 | $5,519-97.6% | $9,284-98.6% | $4,888-97.3% |