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 | $72,801 | $167,484-56.5% | $151,611-52.0% | $134,475-45.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -13.88% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,814 | $6,829-44.2% | $6,166-38.1% | $4,740-19.5% |
| Participant deferral / active EE | $3,814 | $8,986-57.6% | $8,363-54.4% | $6,400-40.4% |
| Admin fee / account holder | $21 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |