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 | $34,100 | $57,354-40.5% | $83,848-59.3% | $64,186-46.9% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -6.85% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,899 | $2,545-25.4% | $3,631-47.7% | $2,381-20.2% |
| Participant deferral / active EE | $2,883 | $2,993-3.7% | $4,082-29.4% | $3,470-16.9% |
| Admin fee / account holder | $45 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |