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 | $75,591 | $167,307-54.8% | $143,757-47.4% | $134,475-43.8% |
| Participation rate | 73.9% | 84.8%-10.9pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | -11.54% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,025 | $5,619-64.0% | $4,951-59.1% | $4,740-57.3% |
| Participant deferral / active EE | $4,445 | $6,446-31.0% | $5,637-21.1% | $6,400-30.5% |
| Admin fee / account holder | $51 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |