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 | $58,499 | $135,952-57.0% | $123,892-52.8% | $273,961-78.6% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,816 | $5,170-45.5% | $4,617-39.0% | $4,869-42.2% |
| Participant deferral / active EE | $6,257 | $6,343-1.3% | $5,984+4.6% | $5,287+18.3% |
| Admin fee / account holder | $167 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |