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 | $43,206 | $106,115-59.3% | $85,969-49.7% | $125,391-65.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 76.5%+3.5pp | 83.2%-3.2pp |
| Annual return | -0.44% | 13.93%-14.4pp | 9.32%-9.8pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,132 | $4,537-75.1% | $3,474-67.4% | $4,866-76.7% |
| Participant deferral / active EE | $1,250 | $4,859-74.3% | $3,829-67.4% | $5,352-76.6% |
| Admin fee / account holder | $183 | $8,144-97.8% | $6,053-97.0% | $9,540-98.1% |