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 | $50,891 | $94,529-46.2% | $140,016-63.7% | $64,186-20.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 87.5%-9.7pp | 69.6%+8.2pp |
| Annual return | -5.40% | 7.77%-13.2pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,385 | $3,812-63.7% | $5,606-75.3% | $2,381-41.8% |
| Participant deferral / active EE | $3,828 | $5,250-27.1% | $6,927-44.7% | $3,470+10.3% |
| Admin fee / account holder | $109 | $6,741-98.4% | $10,705-99.0% | $4,888-97.8% |