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 | $28,544 | $76,552-62.7% | $123,892-77.0% | $62,891-54.6% |
| Participation rate | 79.5% | 73.0%+6.5pp | 81.4%-2.0pp | 69.3%+10.1pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,242 | $2,883-56.9% | $4,617-73.1% | $2,281-45.5% |
| Participant deferral / active EE | $3,984 | $4,840-17.7% | $5,984-33.4% | $3,203+24.4% |
| Admin fee / account holder | $41 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |