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 | $58,016 | $127,386-54.5% | $115,037-49.6% | $125,391-53.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.66% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,558 | $5,166-69.8% | $4,608-66.2% | $4,866-68.0% |
| Participant deferral / active EE | $2,612 | $6,423-59.3% | $6,026-56.7% | $5,352-51.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |