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 | $65,873 | $167,307-60.6% | $143,757-54.2% | $134,475-51.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.27% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,542 | $5,619-54.8% | $4,951-48.7% | $4,740-46.4% |
| Participant deferral / active EE | $6,161 | $6,446-4.4% | $5,637+9.3% | $6,400-3.7% |
| Admin fee / account holder | $278 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |