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 | $66,588 | $116,875-43.0% | $493,514-86.5% | $116,875-43.0% |
| Participation rate | 77.8% | 74.5%+3.2pp | 86.6%-8.8pp | 74.5%+3.2pp |
| Annual return | 17.46% | 16.29%+1.2pp | -7.53%+25.0pp | 16.29%+1.2pp |
| Employer contribution / active EE | $859 | $3,288-73.9% | $6,745-87.3% | $3,288-73.9% |
| Participant deferral / active EE | $2,859 | $3,885-26.4% | $3,576-20.1% | $3,885-26.4% |
| Admin fee / account holder | $67 | $12,263-99.5% | $31,190-99.8% | $12,263-99.5% |