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 | $33,897 | $99,032-65.8% | $80,019-57.6% | $135,375-75.0% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -5.40% | 15.39%-20.8pp | 11.22%-16.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,159 | $3,043-61.9% | $2,468-53.1% | $4,779-75.8% |
| Participant deferral / active EE | $3,800 | $4,282-11.2% | $3,686+3.1% | $5,609-32.2% |
| Admin fee / account holder | $1 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |