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 | $35,913 | $77,813-53.8% | $123,544-70.9% | $64,186-44.0% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -7.25% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $985 | $3,014-67.3% | $4,628-78.7% | $2,381-58.6% |
| Participant deferral / active EE | $2,238 | $5,240-57.3% | $6,426-65.2% | $3,470-35.5% |
| Admin fee / account holder | $126 | $5,519-97.7% | $9,284-98.6% | $4,888-97.4% |