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 | $40,789 | $167,307-75.6% | $143,757-71.6% | $134,475-69.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -17.54% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,699 | $5,619-16.4% | $4,951-5.1% | $4,740-0.9% |
| Participant deferral / active EE | $4,583 | $6,446-28.9% | $5,637-18.7% | $6,400-28.4% |
| Admin fee / account holder | $14 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |