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 | $38,752 | $76,552-49.4% | $123,892-68.7% | $62,891-38.4% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,261 | $2,883-21.5% | $4,617-51.0% | $2,281-0.9% |
| Participant deferral / active EE | $5,614 | $4,840+16.0% | $5,984-6.2% | $3,203+75.3% |
| Admin fee / account holder | $124 | $4,826-97.4% | $8,357-98.5% | $4,296-97.1% |