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 | $62,496 | $78,694-20.6% | $67,652-7.6% | $125,391-50.2% |
| Participation rate | 86.7% | 78.8%+7.9pp | 75.7%+11.0pp | 83.2%+3.5pp |
| Annual return | -2.39% | 9.46%-11.8pp | 6625.04%-6627.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,312 | $3,044-56.9% | $2,266-42.1% | $4,866-73.0% |
| Participant deferral / active EE | $2,884 | $4,292-32.8% | $3,560-19.0% | $5,352-46.1% |
| Admin fee / account holder | $221 | $7,403-97.0% | $4,821-95.4% | $9,540-97.7% |