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 | $54,946 | $167,307-67.2% | $143,757-61.8% | $134,475-59.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -14.54% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,020 | $5,619-46.2% | $4,951-39.0% | $4,740-36.3% |
| Participant deferral / active EE | $4,117 | $6,446-36.1% | $5,637-27.0% | $6,400-35.7% |
| Admin fee / account holder | $173 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |