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 | $40,906 | $77,813-47.4% | $123,544-66.9% | $64,186-36.3% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -5.33% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,009 | $3,014-33.3% | $4,628-56.6% | $2,381-15.6% |
| Participant deferral / active EE | $5,699 | $5,240+8.8% | $6,426-11.3% | $3,470+64.2% |
| Admin fee / account holder | $133 | $5,519-97.6% | $9,284-98.6% | $4,888-97.3% |