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 | $44,876 | $75,935-40.9% | $60,547-25.9% | $125,391-64.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -0.14% | -5.38%+5.2pp | 335.64%-335.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,626 | $3,438-23.6% | $2,419+8.5% | $4,866-46.0% |
| Participant deferral / active EE | $3,898 | $4,506-13.5% | $3,328+17.1% | $5,352-27.2% |
| Admin fee / account holder | $282 | $6,768-95.8% | $4,536-93.8% | $9,540-97.0% |