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 | $110,639 | $167,484-33.9% | $151,611-27.0% | $134,475-17.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -17.08% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,881 | $6,829-72.4% | $6,166-69.5% | $4,740-60.3% |
| Participant deferral / active EE | $3,388 | $8,986-62.3% | $8,363-59.5% | $6,400-47.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |