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 | $37,378 | $180,449-79.3% | $154,107-75.7% | $135,375-72.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.34% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,382 | $6,035-60.5% | $5,298-55.0% | $4,779-50.2% |
| Participant deferral / active EE | $5,044 | $5,806-13.1% | $5,081-0.7% | $5,609-10.1% |
| Admin fee / account holder | $268 | $16,143-98.3% | $13,411-98.0% | $10,827-97.5% |