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 | $22,227 | $83,908-73.5% | $68,509-67.6% | $125,391-82.3% |
| Participation rate | 91.7% | 78.2%+13.5pp | 74.7%+16.9pp | 83.2%+8.5pp |
| Annual return | -2.91% | 14.48%-17.4pp | 8.27%-11.2pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,527 | $3,031-49.6% | $2,278-33.0% | $4,866-68.6% |
| Participant deferral / active EE | $2,549 | $4,125-38.2% | $3,382-24.6% | $5,352-52.4% |
| Admin fee / account holder | $250 | $8,982-97.2% | $5,275-95.3% | $9,540-97.4% |