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 | $54,100 | $190,805-71.6% | $159,960-66.2% | $134,475-59.8% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -16.00% | 552.23%-568.2pp | 408.60%-424.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,390 | $4,995-72.2% | $4,226-67.1% | $4,740-70.7% |
| Participant deferral / active EE | $4,051 | $6,923-41.5% | $6,182-34.5% | $6,400-36.7% |
| Admin fee / account holder | $40 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |