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 | $56,001 | $62,586-10.5% | $76,768-27.1% | $64,186-12.8% |
| Participation rate | 79.6% | 72.8%+6.8pp | 77.0%+2.6pp | 69.6%+10.0pp |
| Annual return | -4.33% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,118 | $1,832-39.0% | $2,485-55.0% | $2,381-53.0% |
| Participant deferral / active EE | $1,804 | $3,145-42.6% | $3,852-53.2% | $3,470-48.0% |
| Admin fee / account holder | $94 | $4,667-98.0% | $6,675-98.6% | $4,888-98.1% |