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 | $22,992 | $52,681-56.4% | $75,781-69.7% | $59,632-61.4% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.8%+12.2pp | 68.7%+19.3pp |
| Annual return | -0.77% | 2.95%-3.7pp | 9.68%-10.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $5,104 | $2,193+132.7% | $3,323+53.6% | $2,203+131.7% |
| Participant deferral / active EE | $1,497 | $2,591-42.2% | $3,651-59.0% | $3,192-53.1% |
| Admin fee / account holder | $195 | $3,610-94.6% | $5,299-96.3% | $4,297-95.5% |