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 | $43,812 | $69,977-37.4% | $108,579-59.6% | $62,891-30.3% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.2pp | 69.3%+24.4pp |
| Annual return | 5.65% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,366 | $2,135-36.0% | $3,758-63.6% | $2,281-40.1% |
| Participant deferral / active EE | $2,553 | $3,165-19.3% | $4,311-40.8% | $3,203-20.3% |
| Admin fee / account holder | $65 | $5,076-98.7% | $7,645-99.1% | $4,296-98.5% |