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 | $21,052 | $72,177-70.8% | $115,037-81.7% | $59,632-64.7% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | 0.54% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,766 | $2,841-37.9% | $4,608-61.7% | $2,203-19.8% |
| Participant deferral / active EE | $3,145 | $4,783-34.2% | $6,026-47.8% | $3,192-1.4% |
| Admin fee / account holder | $34 | $4,927-99.3% | $8,175-99.6% | $4,297-99.2% |