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 5-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 | $28,760 | $133,958-78.5% | $112,228-74.4% | $134,475-78.6% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -16.11% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $7,707 | $4,038+90.9% | $3,635+112.0% | $4,740+62.6% |
| Participant deferral / active EE | $4,271 | $5,291-19.3% | $4,728-9.7% | $6,400-33.3% |
| Admin fee / account holder | $172 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |