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 | $26,780 | $135,952-80.3% | $123,892-78.4% | $273,961-90.2% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,472 | $5,170-71.5% | $4,617-68.1% | $4,869-69.8% |
| Participant deferral / active EE | $2,054 | $6,343-67.6% | $5,984-65.7% | $5,287-61.1% |
| Admin fee / account holder | $145 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |