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 3-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 | $31,972 | $46,553-31.3% | $64,056-50.1% | $75,163-57.5% |
| Participation rate | 79.3% | 65.9%+13.4pp | 72.3%+7.0pp | 67.2%+12.1pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,601 | $1,974-18.9% | $2,747-41.7% | $2,670-40.0% |
| Participant deferral / active EE | $3,005 | $2,837+5.9% | $3,880-22.5% | $4,125-27.2% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |