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 | $51,179 | $154,117-66.8% | $129,995-60.6% | $139,434-63.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 18.89% | 32.48%-13.6pp | -137.18%+156.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,181 | $5,289-58.8% | $4,320-49.5% | $4,751-54.1% |
| Participant deferral / active EE | $2,872 | $6,710-57.2% | $5,820-50.7% | $6,710-57.2% |
| Admin fee / account holder | $78 | $14,007-99.4% | $10,614-99.3% | $11,403-99.3% |