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 | $43,479 | $211,958-79.5% | $169,463-74.3% | $135,375-67.9% |
| Participation rate | 91.3% | 82.6%+8.7pp | 77.8%+13.5pp | 82.6%+8.7pp |
| Annual return | -7.70% | 3.26%-11.0pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $521 | $5,120-89.8% | $4,159-87.5% | $4,779-89.1% |
| Participant deferral / active EE | $1,582 | $6,075-74.0% | $5,277-70.0% | $5,609-71.8% |
| Admin fee / account holder | $89 | $11,471-99.2% | $9,109-99.0% | $10,827-99.2% |