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 | $29,544 | $135,952-78.3% | $123,892-76.2% | $273,961-89.2% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,907 | $5,170-63.1% | $4,617-58.7% | $4,869-60.8% |
| Participant deferral / active EE | $6,857 | $6,343+8.1% | $5,984+14.6% | $5,287+29.7% |
| Admin fee / account holder | $73 | $9,817-99.3% | $8,357-99.1% | $10,132-99.3% |