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 | $53,807 | $91,911-41.5% | $68,793-21.8% | $135,375-60.3% |
| Participation rate | 91.7% | 76.7%+14.9pp | 72.2%+19.4pp | 82.6%+9.0pp |
| Annual return | -9.61% | -8.22%-1.4pp | -4.63%-5.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $921 | $3,924-76.5% | $2,625-64.9% | $4,779-80.7% |
| Participant deferral / active EE | $3,498 | $4,315-18.9% | $3,311+5.6% | $5,609-37.6% |
| Admin fee / account holder | $214 | $9,240-97.7% | $5,131-95.8% | $10,827-98.0% |