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 | $32,464 | $99,032-67.2% | $80,019-59.4% | $135,375-76.0% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | 0.02% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,391 | $3,043-54.3% | $2,468-43.6% | $4,779-70.9% |
| Participant deferral / active EE | $3,181 | $4,282-25.7% | $3,686-13.7% | $5,609-43.3% |
| Admin fee / account holder | $57 | $10,436-99.5% | $6,521-99.1% | $10,827-99.5% |