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 | $29,892 | $90,503-67.0% | $78,689-62.0% | $273,961-89.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,961 | $3,176-38.2% | $2,851-31.2% | $4,869-59.7% |
| Participant deferral / active EE | $23,466 | $3,901+501.5% | $3,517+567.3% | $5,287+343.8% |
| Admin fee / account holder | $113 | $5,263-97.9% | $4,510-97.5% | $10,132-98.9% |