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 | $31,715 | $62,586-49.3% | $76,768-58.7% | $64,186-50.6% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | -3.37% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $554 | $1,832-69.8% | $2,485-77.7% | $2,381-76.7% |
| Participant deferral / active EE | $4,277 | $3,145+36.0% | $3,852+11.0% | $3,470+23.3% |
| Admin fee / account holder | $205 | $4,667-95.6% | $6,675-96.9% | $4,888-95.8% |