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 | $57,353 | $77,813-26.3% | $123,544-53.6% | $64,186-10.6% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.4pp |
| Annual return | -1.11% | 12.48%-13.6pp | 119.20%-120.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,997 | $3,014-0.6% | $4,628-35.2% | $2,381+25.9% |
| Participant deferral / active EE | $5,661 | $5,240+8.0% | $6,426-11.9% | $3,470+63.2% |
| Admin fee / account holder | $173 | $5,519-96.9% | $9,284-98.1% | $4,888-96.5% |