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 | $34,235 | $87,540-60.9% | $75,781-54.8% | $125,391-72.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.49% | 13.48%-17.0pp | 9.68%-13.2pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,522 | $3,930-61.3% | $3,323-54.2% | $4,866-68.7% |
| Participant deferral / active EE | $1,918 | $4,229-54.6% | $3,651-47.5% | $5,352-64.2% |
| Admin fee / account holder | $275 | $6,502-95.8% | $5,299-94.8% | $9,540-97.1% |