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 | $40,569 | $92,222-56.0% | $76,768-47.2% | $135,375-70.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -7.09% | 5.46%-12.6pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,834 | $3,216-43.0% | $2,485-26.2% | $4,779-61.6% |
| Participant deferral / active EE | $2,729 | $4,509-39.5% | $3,852-29.2% | $5,609-51.4% |
| Admin fee / account holder | $211 | $10,748-98.0% | $6,675-96.8% | $10,827-98.1% |