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 | $41,758 | $190,805-78.1% | $159,960-73.9% | $134,475-68.9% |
| Participation rate | 70.8% | 81.9%-11.1pp | 78.0%-7.1pp | 81.2%-10.4pp |
| Annual return | -18.66% | 552.23%-570.9pp | 408.60%-427.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,520 | $4,995-69.6% | $4,226-64.0% | $4,740-67.9% |
| Participant deferral / active EE | $3,536 | $6,923-48.9% | $6,182-42.8% | $6,400-44.8% |
| Admin fee / account holder | $225 | $10,471-97.8% | $8,698-97.4% | $11,426-98.0% |