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 | $46,842 | $52,681-11.1% | $75,781-38.2% | $59,632-21.4% |
| Participation rate | 75.7% | 67.2%+8.4pp | 75.8%-0.1pp | 68.7%+7.0pp |
| Annual return | -1.83% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,701 | $2,193-22.4% | $3,323-48.8% | $2,203-22.8% |
| Participant deferral / active EE | $3,471 | $2,591+34.0% | $3,651-4.9% | $3,192+8.8% |
| Admin fee / account holder | $152 | $3,610-95.8% | $5,299-97.1% | $4,297-96.5% |