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 | $28,099 | $78,694-64.3% | $67,652-58.5% | $125,391-77.6% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 1.44% | 9.46%-8.0pp | 6625.04%-6623.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,600 | $3,044-47.4% | $2,266-29.4% | $4,866-67.1% |
| Participant deferral / active EE | $3,502 | $4,292-18.4% | $3,560-1.6% | $5,352-34.6% |
| Admin fee / account holder | $264 | $7,403-96.4% | $4,821-94.5% | $9,540-97.2% |