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 | $52,217 | $85,790-39.1% | $67,313-22.4% | $135,375-61.4% |
| Participation rate | 82.4% | 76.5%+5.9pp | 69.1%+13.3pp | 82.6%-0.3pp |
| Annual return | -3.55% | -0.54%-3.0pp | -4.08%+0.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $850 | $3,487-75.6% | $2,566-66.9% | $4,779-82.2% |
| Participant deferral / active EE | $2,175 | $4,651-53.2% | $3,568-39.1% | $5,609-61.2% |
| Admin fee / account holder | $168 | $6,392-97.4% | $4,507-96.3% | $10,827-98.5% |