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 | $78,720 | $211,958-62.9% | $169,463-53.5% | $135,375-41.9% |
| Participation rate | 94.7% | 82.6%+12.1pp | 77.8%+17.0pp | 82.6%+12.1pp |
| Annual return | -4.44% | 3.26%-7.7pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,027 | $5,120-60.4% | $4,159-51.3% | $4,779-57.6% |
| Participant deferral / active EE | $3,440 | $6,075-43.4% | $5,277-34.8% | $5,609-38.7% |
| Admin fee / account holder | $285 | $11,471-97.5% | $9,109-96.9% | $10,827-97.4% |