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 | $46,916 | $84,527-44.5% | $67,711-30.7% | $125,391-62.6% |
| Participation rate | 71.4% | 74.8%-3.4pp | 67.5%+3.9pp | 83.2%-11.8pp |
| Annual return | 0.88% | 2.57%-1.7pp | 25.41%-24.5pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,029 | $3,292-38.4% | $2,559-20.7% | $4,866-58.3% |
| Participant deferral / active EE | $3,000 | $4,429-32.3% | $3,585-16.3% | $5,352-43.9% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |