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 5-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 | $64,684 | $129,942-50.2% | $104,294-38.0% | $134,475-51.9% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -12.30% | 42.03%-54.3pp | 24.61%-36.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,121 | $4,184-49.3% | $3,372-37.1% | $4,740-55.2% |
| Participant deferral / active EE | $3,040 | $5,588-45.6% | $4,625-34.3% | $6,400-52.5% |
| Admin fee / account holder | $19 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |