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 | $79,766 | $92,222-13.5% | $76,768+3.9% | $135,375-41.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 0.23% | 5.46%-5.2pp | 2.43%-2.2pp | 519.73%-519.5pp |
| Employer contribution / active EE | $1,483 | $3,216-53.9% | $2,485-40.3% | $4,779-69.0% |
| Participant deferral / active EE | $3,189 | $4,509-29.3% | $3,852-17.2% | $5,609-43.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |