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 | $45,551 | $133,958-66.0% | $112,228-59.4% | $134,475-66.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -5.28% | 47.11%-52.4pp | 27.45%-32.7pp | 417.96%-423.2pp |
| Employer contribution / active EE | $1,480 | $4,038-63.4% | $3,635-59.3% | $4,740-68.8% |
| Participant deferral / active EE | $5,491 | $5,291+3.8% | $4,728+16.1% | $6,400-14.2% |
| Admin fee / account holder | $174 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |