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 | $41,331 | $48,265-14.4% | $68,791-39.9% | $68,494-39.7% |
| Participation rate | 82.1% | 60.7%+21.5pp | 69.0%+13.1pp | 67.9%+14.3pp |
| Annual return | -13.93% | -12.71%-1.2pp | -6.38%-7.5pp | -7.84%-6.1pp |
| Employer contribution / active EE | $913 | $1,829-50.1% | $2,655-65.6% | $2,596-64.8% |
| Participant deferral / active EE | $2,003 | $2,867-30.1% | $3,941-49.2% | $4,027-50.3% |
| Admin fee / account holder | $285 | $4,355-93.5% | $4,932-94.2% | $5,403-94.7% |