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 | $40,802 | $215,361-81.1% | $171,082-76.2% | $273,961-85.1% |
| Participation rate | 90.5% | 82.0%+8.4pp | 76.7%+13.8pp | 83.0%+7.5pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,605 | $4,967-67.7% | $4,002-59.9% | $4,869-67.0% |
| Participant deferral / active EE | $6,199 | $5,543+11.8% | $4,797+29.2% | $5,287+17.3% |
| Admin fee / account holder | $8 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |