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 | $38,767 | $140,588-72.4% | $123,104-68.5% | $125,391-69.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -2.81% | 16.80%-19.6pp | 13.22%-16.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,452 | $6,041-59.4% | $5,151-52.4% | $4,866-49.6% |
| Participant deferral / active EE | $6,272 | $6,980-10.1% | $6,230+0.7% | $5,352+17.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |