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 | $37,046 | $77,634-52.3% | $156,549-76.3% | $62,891-41.1% |
| Participation rate | 82.1% | 71.2%+10.9pp | 84.0%-2.0pp | 69.3%+12.7pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,561 | $3,444-54.7% | $5,501-71.6% | $2,281-31.6% |
| Participant deferral / active EE | $2,980 | $3,045-2.2% | $4,871-38.8% | $3,203-7.0% |
| Admin fee / account holder | $64 | $5,561-98.8% | $13,027-99.5% | $4,296-98.5% |