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 | $45,336 | $57,354-21.0% | $83,848-45.9% | $64,186-29.4% |
| Participation rate | 86.5% | 68.6%+17.9pp | 76.1%+10.3pp | 69.6%+16.9pp |
| Annual return | -6.78% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,234 | $2,545-12.2% | $3,631-38.5% | $2,381-6.1% |
| Participant deferral / active EE | $3,339 | $2,993+11.6% | $4,082-18.2% | $3,470-3.8% |
| Admin fee / account holder | $214 | $4,046-94.7% | $5,478-96.1% | $4,888-95.6% |