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 | $33,059 | $43,327-23.7% | $59,878-44.8% | $64,186-48.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.43% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $645 | $2,028-68.2% | $2,722-76.3% | $2,381-72.9% |
| Participant deferral / active EE | $2,127 | $2,546-16.4% | $3,402-37.5% | $3,470-38.7% |
| Admin fee / account holder | $26 | $3,005-99.1% | $3,590-99.3% | $4,888-99.5% |