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 | $55,030 | $190,805-71.2% | $159,960-65.6% | $134,475-59.1% |
| Participation rate | 76.5% | 81.9%-5.5pp | 78.0%-1.5pp | 81.2%-4.8pp |
| Annual return | -16.39% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,367 | $4,995-32.6% | $4,226-20.3% | $4,740-29.0% |
| Participant deferral / active EE | $4,920 | $6,923-28.9% | $6,182-20.4% | $6,400-23.1% |
| Admin fee / account holder | $3 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |