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 | $44,845 | $81,900-45.2% | $119,609-62.5% | $68,494-34.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -4.85% | -23.82%+19.0pp | -14.97%+10.1pp | -7.84%+3.0pp |
| Employer contribution / active EE | $2,516 | $2,693-6.6% | $4,232-40.6% | $2,596-3.1% |
| Participant deferral / active EE | $2,653 | $4,148-36.0% | $5,602-52.6% | $4,027-34.1% |
| Admin fee / account holder | $266 | $6,582-96.0% | $10,323-97.4% | $5,403-95.1% |