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 | $19,370 | $57,354-66.2% | $83,848-76.9% | $64,186-69.8% |
| Participation rate | 86.2% | 68.6%+17.6pp | 76.1%+10.1pp | 69.6%+16.6pp |
| Annual return | -4.73% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,732 | $2,545+7.3% | $3,631-24.8% | $2,381+14.8% |
| Participant deferral / active EE | $1,718 | $2,993-42.6% | $4,082-57.9% | $3,470-50.5% |
| Admin fee / account holder | $229 | $4,046-94.3% | $5,478-95.8% | $4,888-95.3% |