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 | $36,370 | $93,346-61.0% | $71,796-49.3% | $273,961-86.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 2.11% | 130.39%-128.3pp | 78.04%-75.9pp | 41.45%-39.3pp |
| Employer contribution / active EE | $860 | $2,733-68.5% | $1,924-55.3% | $4,869-82.3% |
| Participant deferral / active EE | $1,249 | $3,475-64.1% | $2,794-55.3% | $5,287-76.4% |
| Admin fee / account holder | $105 | $6,571-98.4% | $4,815-97.8% | $10,132-99.0% |