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 | $38,990 | $86,699-55.0% | $73,307-46.8% | $125,391-68.9% |
| Participation rate | 81.8% | 78.6%+3.2pp | 74.9%+6.9pp | 83.2%-1.4pp |
| Annual return | -1.32% | 2.78%-4.1pp | 5.67%-7.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,326 | $4,152-44.0% | $3,237-28.1% | $4,866-52.2% |
| Participant deferral / active EE | $4,954 | $5,550-10.7% | $4,991-0.7% | $5,352-7.4% |
| Admin fee / account holder | $196 | $7,771-97.5% | $5,637-96.5% | $9,540-97.9% |