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 | $39,441 | $69,518-43.3% | $59,878-34.1% | $135,375-70.9% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.1pp | 82.6%+11.1pp |
| Annual return | -5.52% | 7.94%-13.5pp | 3.46%-9.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,110 | $4,206-49.8% | $3,402-38.0% | $5,609-62.4% |
| Admin fee / account holder | $275 | $5,734-95.2% | $3,590-92.3% | $10,827-97.5% |