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 | $54,386 | $95,193-42.9% | $76,523-28.9% | $135,375-59.8% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | -4.01% | 4.85%-8.9pp | -0.27%-3.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,300 | $3,302-30.4% | $2,647-13.1% | $4,779-51.9% |
| Participant deferral / active EE | $3,200 | $4,639-31.0% | $3,835-16.6% | $5,609-42.9% |
| Admin fee / account holder | $111 | $6,249-98.2% | $4,848-97.7% | $10,827-99.0% |