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 7-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 | $36,630 | $167,484-78.1% | $151,611-75.8% | $134,475-72.8% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-3.9pp |
| Annual return | -10.71% | 7.80%-18.5pp | 3.33%-14.0pp | 417.96%-428.7pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,783 | $8,986+20.0% | $8,363+28.9% | $6,400+68.5% |
| Admin fee / account holder | $215 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |