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 | $29,455 | $97,044-69.6% | $83,333-64.7% | $135,375-78.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -7.02% | 12.31%-19.3pp | 10.63%-17.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,090 | $4,143-25.4% | $3,379-8.5% | $4,779-35.3% |
| Participant deferral / active EE | $5,360 | $5,964-10.1% | $5,565-3.7% | $5,609-4.4% |
| Admin fee / account holder | $242 | $8,380-97.1% | $7,510-96.8% | $10,827-97.8% |