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 | $43,778 | $77,813-43.7% | $123,544-64.6% | $64,186-31.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -5.91% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,500 | $3,014-50.2% | $4,628-67.6% | $2,381-37.0% |
| Participant deferral / active EE | $3,091 | $5,240-41.0% | $6,426-51.9% | $3,470-10.9% |
| Admin fee / account holder | $119 | $5,519-97.8% | $9,284-98.7% | $4,888-97.6% |