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 5-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 | $35,914 | $167,484-78.6% | $151,611-76.3% | $134,475-73.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.63% | 7.80%-26.4pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,726 | $6,829-60.1% | $6,166-55.8% | $4,740-42.5% |
| Participant deferral / active EE | $13,207 | $8,986+47.0% | $8,363+57.9% | $6,400+106.4% |
| Admin fee / account holder | $78 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |