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 | $39,109 | $93,346-58.1% | $71,796-45.5% | $273,961-85.7% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 4.00% | 130.39%-126.4pp | 78.04%-74.0pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,068 | $2,733-24.3% | $1,924+7.5% | $4,869-57.5% |
| Participant deferral / active EE | $4,627 | $3,475+33.1% | $2,794+65.6% | $5,287-12.5% |
| Admin fee / account holder | $237 | $6,571-96.4% | $4,815-95.1% | $10,132-97.7% |