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 | $15,378 | $97,044-84.2% | $83,333-81.5% | $135,375-88.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 0.33% | 12.31%-12.0pp | 10.63%-10.3pp | 519.73%-519.4pp |
| Employer contribution / active EE | $1,703 | $4,143-58.9% | $3,379-49.6% | $4,779-64.4% |
| Participant deferral / active EE | $4,285 | $5,964-28.2% | $5,565-23.0% | $5,609-23.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |