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 | $18,811 | $90,503-79.2% | $78,689-76.1% | $273,961-93.1% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,142 | $3,176-64.0% | $2,851-59.9% | $4,869-76.5% |
| Participant deferral / active EE | $3,481 | $3,901-10.8% | $3,517-1.0% | $5,287-34.2% |
| Admin fee / account holder | $260 | $5,263-95.1% | $4,510-94.2% | $10,132-97.4% |