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 | $39,132 | $62,586-37.5% | $76,768-49.0% | $64,186-39.0% |
| Participation rate | 71.7% | 72.8%-1.1pp | 77.0%-5.3pp | 69.6%+2.1pp |
| Annual return | -5.86% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $761 | $1,832-58.4% | $2,485-69.4% | $2,381-68.0% |
| Participant deferral / active EE | $3,509 | $3,145+11.6% | $3,852-8.9% | $3,470+1.1% |
| Admin fee / account holder | $147 | $4,667-96.8% | $6,675-97.8% | $4,888-97.0% |