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 | $41,573 | $82,664-49.7% | $125,339-66.8% | $68,494-39.3% |
| Participation rate | 72.3% | 75.0%-2.7pp | 82.4%-10.1pp | 67.9%+4.4pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $974 | $3,381-71.2% | $4,814-79.8% | $2,596-62.5% |
| Participant deferral / active EE | $3,894 | $6,110-36.3% | $7,446-47.7% | $4,027-3.3% |
| Admin fee / account holder | $173 | $6,275-97.2% | $10,010-98.3% | $5,403-96.8% |