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 | $35,062 | $167,307-79.0% | $143,757-75.6% | $134,475-73.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -10.97% | 0.46%-11.4pp | -0.04%-10.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,064 | $5,619-63.3% | $4,951-58.3% | $4,740-56.5% |
| Participant deferral / active EE | $16,099 | $6,446+149.8% | $5,637+185.6% | $6,400+151.6% |
| Admin fee / account holder | $298 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |