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 | $42,324 | $167,307-74.7% | $143,757-70.6% | $134,475-68.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -15.61% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,899 | $5,619-12.8% | $4,951-1.0% | $4,740+3.4% |
| Participant deferral / active EE | $3,473 | $6,446-46.1% | $5,637-38.4% | $6,400-45.7% |
| Admin fee / account holder | $128 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |