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 | $26,158 | $49,177-46.8% | $79,464-67.1% | $64,186-59.2% |
| Participation rate | 89.5% | 65.0%+24.4pp | 73.3%+16.1pp | 69.6%+19.9pp |
| Annual return | -7.26% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $226 | $2,076-89.1% | $2,800-91.9% | $2,381-90.5% |
| Participant deferral / active EE | $2,589 | $2,821-8.2% | $3,704-30.1% | $3,470-25.4% |
| Admin fee / account holder | $289 | $3,839-92.5% | $5,113-94.4% | $4,888-94.1% |