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 | $39,522 | $190,805-79.3% | $159,960-75.3% | $134,475-70.6% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -13.19% | 552.23%-565.4pp | 408.60%-421.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,558 | $4,995-68.8% | $4,226-63.1% | $4,740-67.1% |
| Participant deferral / active EE | $2,653 | $6,923-61.7% | $6,182-57.1% | $6,400-58.6% |
| Admin fee / account holder | $213 | $10,471-98.0% | $8,698-97.5% | $11,426-98.1% |