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 | $65,745 | $180,449-63.6% | $154,107-57.3% | $135,375-51.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -3.53% | 888.09%-891.6pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,712 | $6,035-38.5% | $5,298-29.9% | $4,779-22.3% |
| Participant deferral / active EE | $2,357 | $5,806-59.4% | $5,081-53.6% | $5,609-58.0% |
| Admin fee / account holder | $3 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |