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 | $41,712 | $57,354-27.3% | $83,848-50.3% | $64,186-35.0% |
| Participation rate | 88.5% | 68.6%+19.9pp | 76.1%+12.3pp | 69.6%+18.9pp |
| Annual return | -7.55% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,146 | $2,545-15.7% | $3,631-40.9% | $2,381-9.8% |
| Participant deferral / active EE | $4,701 | $2,993+57.1% | $4,082+15.2% | $3,470+35.5% |
| Admin fee / account holder | $224 | $4,046-94.5% | $5,478-95.9% | $4,888-95.4% |