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 | $37,811 | $167,307-77.4% | $143,757-73.7% | $134,475-71.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -19.33% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,201 | $5,619-60.8% | $4,951-55.5% | $4,740-53.6% |
| Participant deferral / active EE | $4,902 | $6,446-24.0% | $5,637-13.0% | $6,400-23.4% |
| Admin fee / account holder | $270 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |