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 | $43,082 | $78,694-45.3% | $67,652-36.3% | $125,391-65.6% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | 2.93% | 9.46%-6.5pp | 6625.04%-6622.1pp | 282.22%-279.3pp |
| Employer contribution / active EE | $991 | $3,044-67.4% | $2,266-56.3% | $4,866-79.6% |
| Participant deferral / active EE | $6,780 | $4,292+58.0% | $3,560+90.5% | $5,352+26.7% |
| Admin fee / account holder | $20 | $7,403-99.7% | $4,821-99.6% | $9,540-99.8% |