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 | $28,023 | $167,307-83.3% | $143,757-80.5% | $134,475-79.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -17.70% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,653 | $5,619-52.8% | $4,951-46.4% | $4,740-44.0% |
| Participant deferral / active EE | $8,086 | $6,446+25.5% | $5,637+43.5% | $6,400+26.4% |
| Admin fee / account holder | $119 | $18,088-99.3% | $14,673-99.2% | $11,426-99.0% |