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 | $154,760 | $81,900+89.0% | $119,609+29.4% | $68,494+125.9% |
| Participation rate | 83.8% | 71.9%+11.9pp | 79.3%+4.5pp | 67.9%+15.9pp |
| Annual return | -14.90% | -23.82%+8.9pp | -14.97%+0.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,036 | $2,693-61.5% | $4,232-75.5% | $2,596-60.1% |
| Participant deferral / active EE | $7,694 | $4,148+85.5% | $5,602+37.3% | $4,027+91.1% |
| Admin fee / account holder | $207 | $6,582-96.9% | $10,323-98.0% | $5,403-96.2% |