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 | $27,016 | $167,484-83.9% | $151,611-82.2% | $134,475-79.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.23% | 7.80%-26.0pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,464 | $6,829-49.3% | $6,166-43.8% | $4,740-26.9% |
| Participant deferral / active EE | $4,782 | $8,986-46.8% | $8,363-42.8% | $6,400-25.3% |
| Admin fee / account holder | $235 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |