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 | $23,491 | $127,386-81.6% | $115,037-79.6% | $125,391-81.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.58% | 31.28%-32.9pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,047 | $6,423-37.0% | $6,026-32.8% | $5,352-24.4% |
| Admin fee / account holder | $37 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |