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 | $46,953 | $138,065-66.0% | $123,544-62.0% | $135,375-65.3% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -3.04% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,954 | $5,151-62.1% | $4,628-57.8% | $4,779-59.1% |
| Participant deferral / active EE | $4,230 | $6,799-37.8% | $6,426-34.2% | $5,609-24.6% |
| Admin fee / account holder | $281 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |