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 | $50,725 | $72,177-29.7% | $115,037-55.9% | $59,632-14.9% |
| Participation rate | 79.3% | 72.6%+6.8pp | 81.4%-2.1pp | 68.7%+10.6pp |
| Annual return | -0.06% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $453 | $2,841-84.0% | $4,608-90.2% | $2,203-79.4% |
| Participant deferral / active EE | $2,686 | $4,783-43.8% | $6,026-55.4% | $3,192-15.8% |
| Admin fee / account holder | $186 | $4,927-96.2% | $8,175-97.7% | $4,297-95.7% |