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 | $71,042 | $127,386-44.2% | $115,037-38.2% | $125,391-43.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.73% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,251 | $5,166-75.8% | $4,608-72.9% | $4,866-74.3% |
| Participant deferral / active EE | $2,185 | $6,423-66.0% | $6,026-63.8% | $5,352-59.2% |
| Admin fee / account holder | $94 | $9,516-99.0% | $8,175-98.9% | $9,540-99.0% |