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 | $33,590 | $69,977-52.0% | $108,579-69.1% | $62,891-46.6% |
| Participation rate | 86.7% | 72.9%+13.8pp | 79.6%+7.1pp | 69.3%+17.4pp |
| Annual return | 6.63% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,725 | $2,135-19.2% | $3,758-54.1% | $2,281-24.4% |
| Participant deferral / active EE | $2,199 | $3,165-30.5% | $4,311-49.0% | $3,203-31.3% |
| Admin fee / account holder | $111 | $5,076-97.8% | $7,645-98.5% | $4,296-97.4% |