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 | $55,874 | $167,484-66.6% | $151,611-63.1% | $134,475-58.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -18.57% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,863 | $6,829-58.1% | $6,166-53.6% | $4,740-39.6% |
| Participant deferral / active EE | $5,559 | $8,986-38.1% | $8,363-33.5% | $6,400-13.1% |
| Admin fee / account holder | $79 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |