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 | $45,229 | $69,977-35.4% | $108,579-58.3% | $62,891-28.1% |
| Participation rate | 85.7% | 72.9%+12.8pp | 79.6%+6.1pp | 69.3%+16.4pp |
| Annual return | 5.90% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,281 | $2,135+6.8% | $3,758-39.3% | $2,2810% |
| Participant deferral / active EE | $4,839 | $3,165+52.9% | $4,311+12.2% | $3,203+51.1% |
| Admin fee / account holder | $238 | $5,076-95.3% | $7,645-96.9% | $4,296-94.5% |