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 | $66,697 | $52,681+26.6% | $75,781-12.0% | $59,632+11.8% |
| Participation rate | 78.4% | 67.2%+11.2pp | 75.8%+2.6pp | 68.7%+9.8pp |
| Annual return | -1.33% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,744 | $2,193-20.5% | $3,323-47.5% | $2,203-20.8% |
| Participant deferral / active EE | $4,129 | $2,591+59.4% | $3,651+13.1% | $3,192+29.4% |
| Admin fee / account holder | $285 | $3,610-92.1% | $5,299-94.6% | $4,297-93.4% |