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 | $32,790 | $97,044-66.2% | $83,333-60.7% | $135,375-75.8% |
| Participation rate | 78.3% | 80.4%-2.2pp | 77.8%+0.5pp | 82.6%-4.4pp |
| Annual return | -5.89% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,699 | $4,143-34.8% | $3,379-20.1% | $4,779-43.5% |
| Participant deferral / active EE | $4,869 | $5,964-18.4% | $5,565-12.5% | $5,609-13.2% |
| Admin fee / account holder | $272 | $8,380-96.8% | $7,510-96.4% | $10,827-97.5% |