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 | $43,967 | $73,867-40.5% | $143,757-69.4% | $68,494-35.8% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -15.11% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,046 | $3,184-4.3% | $4,951-38.5% | $2,596+17.3% |
| Participant deferral / active EE | $4,554 | $3,384+34.6% | $5,637-19.2% | $4,027+13.1% |
| Admin fee / account holder | $151 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |