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 | $47,492 | $75,935-37.5% | $60,547-21.6% | $125,391-62.1% |
| Participation rate | 91.7% | 76.5%+15.1pp | 68.0%+23.7pp | 83.2%+8.5pp |
| Annual return | -1.52% | -5.38%+3.9pp | 335.64%-337.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,305 | $3,438-33.0% | $2,419-4.7% | $4,866-52.6% |
| Participant deferral / active EE | $6,162 | $4,506+36.7% | $3,328+85.2% | $5,352+15.2% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |