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 | $37,606 | $61,660-39.0% | $80,019-53.0% | $64,186-41.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -1.61% | -0.33%-1.3pp | 11.22%-12.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,914 | $1,810+5.7% | $2,468-22.5% | $2,381-19.6% |
| Participant deferral / active EE | $3,051 | $2,968+2.8% | $3,686-17.2% | $3,470-12.1% |
| Admin fee / account holder | $248 | $5,417-95.4% | $6,521-96.2% | $4,888-94.9% |