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 | $39,016 | $138,065-71.7% | $123,544-68.4% | $135,375-71.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.01% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,860 | $5,151-44.5% | $4,628-38.2% | $4,779-40.2% |
| Participant deferral / active EE | $6,916 | $6,799+1.7% | $6,426+7.6% | $5,609+23.3% |
| Admin fee / account holder | $131 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |