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 | $23,346 | $127,386-81.7% | $115,037-79.7% | $125,391-81.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.82% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,493 | $5,166-71.1% | $4,608-67.6% | $4,866-69.3% |
| Participant deferral / active EE | $3,983 | $6,423-38.0% | $6,026-33.9% | $5,352-25.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |