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 | $33,636 | $85,790-60.8% | $67,313-50.0% | $135,375-75.2% |
| Participation rate | 81.0% | 76.5%+4.5pp | 69.1%+11.9pp | 82.6%-1.7pp |
| Annual return | -4.08% | -0.54%-3.5pp | -4.08%0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $529 | $3,487-84.8% | $2,566-79.4% | $4,779-88.9% |
| Participant deferral / active EE | $1,610 | $4,651-65.4% | $3,568-54.9% | $5,609-71.3% |
| Admin fee / account holder | $49 | $6,392-99.2% | $4,507-98.9% | $10,827-99.6% |