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 | $142,786 | $62,586+128.1% | $76,768+86.0% | $64,186+122.5% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | 3.95% | -1.95%+5.9pp | 2.43%+1.5pp | 7.63%-3.7pp |
| Employer contribution / active EE | $843 | $1,832-54.0% | $2,485-66.1% | $2,381-64.6% |
| Participant deferral / active EE | $4,349 | $3,145+38.3% | $3,852+12.9% | $3,470+25.4% |
| Admin fee / account holder | $42 | $4,667-99.1% | $6,675-99.4% | $4,888-99.1% |