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 9-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 | $30,265 | $167,484-81.9% | $151,611-80.0% | $134,475-77.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -19.42% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,489 | $6,829-48.9% | $6,166-43.4% | $4,740-26.4% |
| Participant deferral / active EE | $4,361 | $8,986-51.5% | $8,363-47.9% | $6,400-31.9% |
| Admin fee / account holder | $125 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |