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 | $48,924 | $73,867-33.8% | $143,757-66.0% | $68,494-28.6% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -16.97% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,043 | $3,184-35.8% | $4,951-58.7% | $2,596-21.3% |
| Participant deferral / active EE | $3,134 | $3,384-7.4% | $5,637-44.4% | $4,027-22.2% |
| Admin fee / account holder | $208 | $5,755-96.4% | $14,673-98.6% | $5,403-96.1% |