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 | $27,869 | $138,065-79.8% | $123,544-77.4% | $135,375-79.4% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -7.88% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,478 | $5,151-32.5% | $4,628-24.8% | $4,779-27.2% |
| Participant deferral / active EE | $5,867 | $6,799-13.7% | $6,426-8.7% | $5,609+4.6% |
| Admin fee / account holder | $293 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |