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 | $19,331 | $50,958-62.1% | $74,550-74.1% | $64,186-69.9% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | -7.04% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,196 | $1,115+7.2% | $1,961-39.0% | $2,381-49.8% |
| Participant deferral / active EE | $2,385 | $2,301+3.6% | $3,108-23.3% | $3,470-31.3% |
| Admin fee / account holder | $137 | $4,223-96.8% | $5,060-97.3% | $4,888-97.2% |