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 | $81,453 | $45,438+79.3% | $80,004+1.8% | $59,632+36.6% |
| Participation rate | 89.7% | 63.7%+25.9pp | 73.0%+16.6pp | 68.7%+21.0pp |
| Annual return | -2.03% | 5.10%-7.1pp | 7.63%-9.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,664 | $1,236+115.6% | $2,473+7.7% | $2,203+20.9% |
| Participant deferral / active EE | $4,164 | $2,231+86.7% | $3,204+30.0% | $3,192+30.5% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |