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 | $39,135 | $49,177-20.4% | $79,464-50.8% | $64,186-39.0% |
| Participation rate | 72.0% | 65.0%+7.0pp | 73.3%-1.3pp | 69.6%+2.4pp |
| Annual return | -4.44% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,143 | $2,076-44.9% | $2,800-59.2% | $2,381-52.0% |
| Participant deferral / active EE | $1,378 | $2,821-51.2% | $3,704-62.8% | $3,470-60.3% |
| Admin fee / account holder | $228 | $3,839-94.1% | $5,113-95.5% | $4,888-95.3% |