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 | $51,138 | $127,386-59.9% | $115,037-55.5% | $125,391-59.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.90% | 31.28%-34.2pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,165 | $5,166-77.4% | $4,608-74.7% | $4,866-76.1% |
| Participant deferral / active EE | $2,396 | $6,423-62.7% | $6,026-60.2% | $5,352-55.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |