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 7-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 | $60,596 | $167,484-63.8% | $151,611-60.0% | $134,475-54.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.84% | 7.80%-23.6pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,333 | $6,829-51.2% | $6,166-46.0% | $4,740-29.7% |
| Participant deferral / active EE | $15,094 | $8,986+68.0% | $8,363+80.5% | $6,400+135.8% |
| Admin fee / account holder | $78 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |