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 | $26,895 | $61,660-56.4% | $80,019-66.4% | $64,186-58.1% |
| Participation rate | 94.4% | 71.7%+22.8pp | 75.8%+18.6pp | 69.6%+24.9pp |
| Annual return | -4.68% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $950 | $1,810-47.6% | $2,468-61.5% | $2,381-60.1% |
| Participant deferral / active EE | $2,335 | $2,968-21.3% | $3,686-36.7% | $3,470-32.7% |
| Admin fee / account holder | $172 | $5,417-96.8% | $6,521-97.4% | $4,888-96.5% |