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 | $31,852 | $127,100-74.9% | $105,738-69.9% | $135,375-76.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -7.15% | 4.49%-11.6pp | 6.27%-13.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,320 | $4,107-67.9% | $3,268-59.6% | $4,779-72.4% |
| Participant deferral / active EE | $1,445 | $5,064-71.5% | $4,080-64.6% | $5,609-74.2% |
| Admin fee / account holder | $140 | $9,087-98.5% | $6,913-98.0% | $10,827-98.7% |