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 | $48,044 | $97,757-50.9% | $83,848-42.7% | $135,375-64.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.57% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,314 | $4,222-21.5% | $3,631-8.7% | $4,779-30.7% |
| Participant deferral / active EE | $7,271 | $4,682+55.3% | $4,082+78.1% | $5,609+29.6% |
| Admin fee / account holder | $43 | $6,674-99.4% | $5,478-99.2% | $10,827-99.6% |