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 | $33,967 | $140,588-75.8% | $123,104-72.4% | $125,391-72.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -3.37% | 16.80%-20.2pp | 13.22%-16.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $3,385 | $6,041-44.0% | $5,151-34.3% | $4,866-30.4% |
| Participant deferral / active EE | $5,477 | $6,980-21.5% | $6,230-12.1% | $5,352+2.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |