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 5-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 | $36,963 | $190,805-80.6% | $159,960-76.9% | $134,475-72.5% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -19.03% | 552.23%-571.3pp | 408.60%-427.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $712 | $4,995-85.8% | $4,226-83.2% | $4,740-85.0% |
| Participant deferral / active EE | $4,029 | $6,923-41.8% | $6,182-34.8% | $6,400-37.0% |
| Admin fee / account holder | $173 | $10,471-98.3% | $8,698-98.0% | $11,426-98.5% |