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 | $45,713 | $113,935-59.9% | $94,224-51.5% | $125,391-63.5% |
| Participation rate | 76.9% | 82.9%-6.0pp | 78.8%-1.8pp | 83.2%-6.3pp |
| Annual return | -3.18% | 5.29%-8.5pp | 10.68%-13.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,902 | $4,727-59.8% | $3,587-47.0% | $4,866-60.9% |
| Participant deferral / active EE | $4,580 | $5,179-11.6% | $4,320+6.0% | $5,352-14.4% |
| Admin fee / account holder | $262 | $8,391-96.9% | $6,269-95.8% | $9,540-97.3% |