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 | $50,501 | $77,813-35.1% | $123,544-59.1% | $64,186-21.3% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | -3.56% | 12.48%-16.0pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,162 | $3,014-61.5% | $4,628-74.9% | $2,381-51.2% |
| Participant deferral / active EE | $3,455 | $5,240-34.1% | $6,426-46.2% | $3,470-0.4% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |