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 | $30,294 | $82,664-63.4% | $125,339-75.8% | $68,494-55.8% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | 0.29% | -5.97%+6.3pp | 572.05%-571.8pp | -7.84%+8.1pp |
| Employer contribution / active EE | $4,885 | $3,381+44.5% | $4,814+1.5% | $2,596+88.2% |
| Participant deferral / active EE | $3,690 | $6,110-39.6% | $7,446-50.4% | $4,027-8.4% |
| Admin fee / account holder | $166 | $6,275-97.4% | $10,010-98.3% | $5,403-96.9% |