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 | $43,865 | $43,327+1.2% | $59,878-26.7% | $64,186-31.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.71% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,246 | $2,028+109.3% | $2,722+56.0% | $2,381+78.4% |
| Participant deferral / active EE | $2,662 | $2,546+4.6% | $3,402-21.7% | $3,470-23.3% |
| Admin fee / account holder | $184 | $3,005-93.9% | $3,590-94.9% | $4,888-96.2% |