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 | $62,047 | $167,307-62.9% | $143,757-56.8% | $134,475-53.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -12.07% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,859 | $5,619-66.9% | $4,951-62.5% | $4,740-60.8% |
| Participant deferral / active EE | $3,469 | $6,446-46.2% | $5,637-38.5% | $6,400-45.8% |
| Admin fee / account holder | $130 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |