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 | $51,787 | $127,386-59.3% | $115,037-55.0% | $125,391-58.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.23% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,107 | $5,166-78.6% | $4,608-76.0% | $4,866-77.3% |
| Participant deferral / active EE | $2,759 | $6,423-57.0% | $6,026-54.2% | $5,352-48.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |