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 | $44,477 | $73,004-39.1% | $90,749-51.0% | $68,494-35.1% |
| Participation rate | 94.6% | 70.8%+23.8pp | 75.7%+18.9pp | 67.9%+26.7pp |
| Annual return | -15.88% | -13.81%-2.1pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,748 | $2,193-20.3% | $2,921-40.2% | $2,596-32.7% |
| Participant deferral / active EE | $4,210 | $3,627+16.1% | $4,564-7.8% | $4,027+4.5% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |