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 | $31,337 | $167,307-81.3% | $143,757-78.2% | $134,475-76.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.45% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,230 | $5,619-60.3% | $4,951-55.0% | $4,740-53.0% |
| Participant deferral / active EE | $4,858 | $6,446-24.6% | $5,637-13.8% | $6,400-24.1% |
| Admin fee / account holder | $258 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |