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 | $34,945 | $53,596-34.8% | $90,645-61.4% | $64,186-45.6% |
| Participation rate | 77.6% | 64.5%+13.0pp | 74.0%+3.5pp | 69.6%+8.0pp |
| Annual return | -5.95% | 4.41%-10.4pp | 1.88%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,150 | $1,503-23.5% | $2,532-54.6% | $2,381-51.7% |
| Participant deferral / active EE | $2,019 | $2,459-17.9% | $3,425-41.0% | $3,470-41.8% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |