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 | $41,881 | $167,307-75.0% | $143,757-70.9% | $134,475-68.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -15.96% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,849 | $5,619-67.1% | $4,951-62.7% | $4,740-61.0% |
| Participant deferral / active EE | $7,400 | $6,446+14.8% | $5,637+31.3% | $6,400+15.6% |
| Admin fee / account holder | $32 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |