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 | $52,308 | $167,307-68.7% | $143,757-63.6% | $134,475-61.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -14.49% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,300 | $5,619-76.9% | $4,951-73.7% | $4,740-72.6% |
| Participant deferral / active EE | $4,094 | $6,446-36.5% | $5,637-27.4% | $6,400-36.0% |
| Admin fee / account holder | $38 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |