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 | $26,494 | $50,958-48.0% | $74,550-64.5% | $64,186-58.7% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.1%+23.2pp | 69.6%+22.7pp |
| Annual return | -7.49% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,394 | $1,115+114.7% | $1,961+22.1% | $2,381+0.6% |
| Participant deferral / active EE | $4,253 | $2,301+84.8% | $3,108+36.8% | $3,470+22.6% |
| Admin fee / account holder | $72 | $4,223-98.3% | $5,060-98.6% | $4,888-98.5% |