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 | $70,443 | $127,386-44.7% | $115,037-38.8% | $125,391-43.8% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 0.16% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,369 | $5,166-73.5% | $4,608-70.3% | $4,866-71.9% |
| Participant deferral / active EE | $2,464 | $6,423-61.6% | $6,026-59.1% | $5,352-54.0% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |