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 | $45,924 | $127,386-63.9% | $115,037-60.1% | $125,391-63.4% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.30% | 31.28%-31.6pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $3,583 | $5,166-30.6% | $4,608-22.2% | $4,866-26.4% |
| Participant deferral / active EE | $11,157 | $6,423+73.7% | $6,026+85.1% | $5,352+108.5% |
| Admin fee / account holder | $282 | $9,516-97.0% | $8,175-96.6% | $9,540-97.0% |