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 4-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 | $86,471 | $167,484-48.4% | $151,611-43.0% | $134,475-35.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -20.65% | 7.80%-28.4pp | 3.33%-24.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,377 | $6,829-35.9% | $6,166-29.0% | $4,740-7.6% |
| Participant deferral / active EE | $12,482 | $8,986+38.9% | $8,363+49.2% | $6,400+95.0% |
| Admin fee / account holder | $38 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |