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 | $42,771 | $76,000-43.7% | $154,107-72.2% | $64,186-33.4% |
| Participation rate | 85.4% | 70.4%+15.0pp | 83.0%+2.3pp | 69.6%+15.8pp |
| Annual return | 0.75% | 30.32%-29.6pp | 735.12%-734.4pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,512 | $3,351-54.9% | $5,298-71.5% | $2,381-36.5% |
| Participant deferral / active EE | $2,767 | $3,175-12.9% | $5,081-45.5% | $3,470-20.3% |
| Admin fee / account holder | $174 | $5,596-96.9% | $13,411-98.7% | $4,888-96.4% |