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 | $55,930 | $99,079-43.6% | $77,999-28.3% | $273,961-79.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 2.42% | 217.93%-215.5pp | 425.96%-423.5pp | 41.45%-39.0pp |
| Employer contribution / active EE | $1,134 | $3,308-65.7% | $2,470-54.1% | $4,869-76.7% |
| Participant deferral / active EE | $2,792 | $4,306-35.2% | $3,497-20.2% | $5,287-47.2% |
| Admin fee / account holder | $223 | $8,954-97.5% | $5,480-95.9% | $10,132-97.8% |