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 | $46,360 | $77,813-40.4% | $123,544-62.5% | $64,186-27.8% |
| Participation rate | 81.4% | 74.7%+6.7pp | 82.3%-0.9pp | 69.6%+11.8pp |
| Annual return | -0.15% | 12.48%-12.6pp | 119.20%-119.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $3,023 | $3,014+0.3% | $4,628-34.7% | $2,381+27.0% |
| Participant deferral / active EE | $6,870 | $5,240+31.1% | $6,426+6.9% | $3,470+98.0% |
| Admin fee / account holder | $249 | $5,519-95.5% | $9,284-97.3% | $4,888-94.9% |