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 | $33,433 | $77,813-57.0% | $123,544-72.9% | $64,186-47.9% |
| Participation rate | 93.4% | 74.7%+18.7pp | 82.3%+11.1pp | 69.6%+23.9pp |
| Annual return | -4.85% | 12.48%-17.3pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,218 | $3,014-26.4% | $4,628-52.1% | $2,381-6.9% |
| Participant deferral / active EE | $4,031 | $5,240-23.1% | $6,426-37.3% | $3,470+16.2% |
| Admin fee / account holder | $191 | $5,519-96.5% | $9,284-97.9% | $4,888-96.1% |