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 | $31,019 | $63,953-51.5% | $54,726-43.3% | $135,375-77.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -7.07% | -5.77%-1.3pp | -4.56%-2.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $6,507 | $4,256+52.9% | $3,449+88.7% | $4,779+36.2% |
| Participant deferral / active EE | $5,474 | $4,810+13.8% | $3,953+38.5% | $5,609-2.4% |
| Admin fee / account holder | $164 | $4,567-96.4% | $3,818-95.7% | $10,827-98.5% |