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 | $27,487 | $57,354-52.1% | $83,848-67.2% | $64,186-57.2% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | -8.23% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,357 | $2,545-7.4% | $3,631-35.1% | $2,381-1.0% |
| Participant deferral / active EE | $2,324 | $2,993-22.4% | $4,082-43.1% | $3,470-33.0% |
| Admin fee / account holder | $263 | $4,046-93.5% | $5,478-95.2% | $4,888-94.6% |