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 | $37,435 | $190,805-80.4% | $159,960-76.6% | $134,475-72.2% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -15.38% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,612 | $6,923-18.9% | $6,182-9.2% | $6,400-12.3% |
| Admin fee / account holder | $265 | $10,471-97.5% | $8,698-97.0% | $11,426-97.7% |