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 | $43,627 | $127,386-65.8% | $115,037-62.1% | $125,391-65.2% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 0.18% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,173 | $5,166-57.9% | $4,608-52.8% | $4,866-55.4% |
| Participant deferral / active EE | $3,673 | $6,423-42.8% | $6,026-39.1% | $5,352-31.4% |
| Admin fee / account holder | $98 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |