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 | $45,197 | $135,952-66.8% | $123,892-63.5% | $273,961-83.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,429 | $5,170-72.4% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $3,700 | $6,343-41.7% | $5,984-38.2% | $5,287-30.0% |
| Admin fee / account holder | $207 | $9,817-97.9% | $8,357-97.5% | $10,132-98.0% |