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 | $41,541 | $53,018-21.6% | $70,014-40.7% | $62,891-33.9% |
| Participation rate | 82.8% | 67.2%+15.6pp | 71.8%+10.9pp | 69.3%+13.5pp |
| Annual return | 0.00% | 13.35%-13.3pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,392 | $1,799+199.7% | $2,338+130.6% | $2,281+136.4% |
| Participant deferral / active EE | $3,554 | $2,395+48.4% | $2,931+21.3% | $3,203+10.9% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,380-100.0% | $4,296-100.0% |