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 | $69,380 | $77,813-10.8% | $123,544-43.8% | $64,186+8.1% |
| Participation rate | 73.6% | 74.7%-1.1pp | 82.3%-8.7pp | 69.6%+4.0pp |
| Annual return | -1.63% | 12.48%-14.1pp | 119.20%-120.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $775 | $3,014-74.3% | $4,628-83.2% | $2,381-67.4% |
| Participant deferral / active EE | $4,731 | $5,240-9.7% | $6,426-26.4% | $3,470+36.3% |
| Admin fee / account holder | $42 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |