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 | $132,172 | $42,383+211.9% | $76,523+72.7% | $64,186+105.9% |
| Participation rate | 88.9% | 58.1%+30.7pp | 68.0%+20.9pp | 69.6%+19.3pp |
| Annual return | -6.16% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,317 | $1,563-15.7% | $2,647-50.2% | $2,381-44.7% |
| Participant deferral / active EE | $4,250 | $2,566+65.6% | $3,835+10.8% | $3,470+22.5% |
| Admin fee / account holder | $121 | $3,198-96.2% | $4,848-97.5% | $4,888-97.5% |