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 | $40,516 | $140,588-71.2% | $123,104-67.1% | $125,391-67.7% |
| Participation rate | 92.3% | 88.2%+4.1pp | 86.8%+5.5pp | 83.2%+9.1pp |
| Annual return | -1.34% | 16.80%-18.1pp | 13.22%-14.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,380 | $6,980-22.9% | $6,230-13.6% | $5,352+0.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |