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 | $31,805 | $180,449-82.4% | $154,107-79.4% | $135,375-76.5% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -7.97% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,753 | $6,035-70.9% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $4,317 | $5,806-25.6% | $5,081-15.0% | $5,609-23.0% |
| Admin fee / account holder | $236 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |