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 | $34,698 | $54,726-36.6% | $68,793-49.6% | $64,186-45.9% |
| Participation rate | 88.0% | 68.0%+20.0pp | 72.2%+15.8pp | 69.6%+18.4pp |
| Annual return | 5.60% | -1.62%+7.2pp | -4.63%+10.2pp | 7.63%-2.0pp |
| Employer contribution / active EE | $1,204 | $1,846-34.8% | $2,625-54.1% | $2,381-49.4% |
| Participant deferral / active EE | $1,874 | $2,626-28.6% | $3,311-43.4% | $3,470-46.0% |
| Admin fee / account holder | $249 | $4,027-93.8% | $5,131-95.2% | $4,888-94.9% |