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 | $34,551 | $167,484-79.4% | $151,611-77.2% | $134,475-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.28% | 7.80%-20.1pp | 3.33%-15.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,224 | $6,829-67.4% | $6,166-63.9% | $4,740-53.1% |
| Participant deferral / active EE | $4,884 | $8,986-45.6% | $8,363-41.6% | $6,400-23.7% |
| Admin fee / account holder | $248 | $13,783-98.2% | $11,616-97.9% | $11,426-97.8% |