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 | $36,630 | $78,694-53.5% | $67,652-45.9% | $125,391-70.8% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -2.29% | 9.46%-11.7pp | 6625.04%-6627.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,950 | $3,044-35.9% | $2,266-13.9% | $4,866-59.9% |
| Participant deferral / active EE | $3,521 | $4,292-18.0% | $3,560-1.1% | $5,352-34.2% |
| Admin fee / account holder | $66 | $7,403-99.1% | $4,821-98.6% | $9,540-99.3% |