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 | $45,318 | $167,307-72.9% | $143,757-68.5% | $134,475-66.3% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -17.17% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,019 | $5,619-64.1% | $4,951-59.2% | $4,740-57.4% |
| Participant deferral / active EE | $5,804 | $6,446-10.0% | $5,637+3.0% | $6,400-9.3% |
| Admin fee / account holder | $186 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |