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 | $29,664 | $77,634-61.8% | $156,549-81.1% | $62,891-52.8% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,295 | $3,444-62.4% | $5,501-76.5% | $2,281-43.2% |
| Participant deferral / active EE | $2,704 | $3,045-11.2% | $4,871-44.5% | $3,203-15.6% |
| Admin fee / account holder | $105 | $5,561-98.1% | $13,027-99.2% | $4,296-97.5% |