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 | $37,836 | $127,386-70.3% | $115,037-67.1% | $125,391-69.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.70% | 31.28%-32.0pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,805 | $5,166-65.1% | $4,608-60.8% | $4,866-62.9% |
| Participant deferral / active EE | $5,105 | $6,423-20.5% | $6,026-15.3% | $5,352-4.6% |
| Admin fee / account holder | $32 | $9,516-99.7% | $8,175-99.6% | $9,540-99.7% |