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 | $26,878 | $211,958-87.3% | $169,463-84.1% | $135,375-80.1% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.17% | 3.26%-8.4pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,740 | $5,120-66.0% | $4,159-58.2% | $4,779-63.6% |
| Participant deferral / active EE | $5,792 | $6,075-4.7% | $5,277+9.8% | $5,609+3.3% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |