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 | $49,683 | $72,404-31.4% | $110,238-54.9% | $64,186-22.6% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.3pp |
| Annual return | -5.85% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,879 | $2,282-17.6% | $3,826-50.9% | $2,381-21.1% |
| Participant deferral / active EE | $4,636 | $3,469+33.6% | $4,672-0.8% | $3,470+33.6% |
| Admin fee / account holder | $234 | $5,664-95.9% | $8,547-97.3% | $4,888-95.2% |