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 | $95,955 | $167,484-42.7% | $151,611-36.7% | $134,475-28.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.52% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,527 | $6,829-63.0% | $6,166-59.0% | $4,740-46.7% |
| Participant deferral / active EE | $11,347 | $8,986+26.3% | $8,363+35.7% | $6,400+77.3% |
| Admin fee / account holder | $31 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |