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 | $41,117 | $211,958-80.6% | $169,463-75.7% | $135,375-69.6% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -6.21% | 3.26%-9.5pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,814 | $5,120-45.0% | $4,159-32.3% | $4,779-41.1% |
| Participant deferral / active EE | $4,802 | $6,075-21.0% | $5,277-9.0% | $5,609-14.4% |
| Admin fee / account holder | $14 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |