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 | $31,425 | $73,867-57.5% | $143,757-78.1% | $68,494-54.1% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -6.64% | 1.01%-7.6pp | -0.04%-6.6pp | -7.84%+1.2pp |
| Employer contribution / active EE | $875 | $3,184-72.5% | $4,951-82.3% | $2,596-66.3% |
| Participant deferral / active EE | $2,088 | $3,384-38.3% | $5,637-63.0% | $4,027-48.2% |
| Admin fee / account holder | $142 | $5,755-97.5% | $14,673-99.0% | $5,403-97.4% |