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 | $48,566 | $127,100-61.8% | $105,738-54.1% | $135,375-64.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -8.38% | 4.49%-12.9pp | 6.27%-14.7pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,018 | $4,107-75.2% | $3,268-68.8% | $4,779-78.7% |
| Participant deferral / active EE | $6,588 | $5,064+30.1% | $4,080+61.5% | $5,609+17.5% |
| Admin fee / account holder | $100 | $9,087-98.9% | $6,913-98.6% | $10,827-99.1% |