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 | $78,431 | $211,958-63.0% | $169,463-53.7% | $135,375-42.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.19% | 3.26%-8.5pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,882 | $5,120-63.2% | $4,159-54.7% | $4,779-60.6% |
| Participant deferral / active EE | $6,578 | $6,075+8.3% | $5,277+24.7% | $5,609+17.3% |
| Admin fee / account holder | $4 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |