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 5-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 | $45,195 | $127,386-64.5% | $115,037-60.7% | $125,391-64.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.14% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $6,446 | $5,166+24.8% | $4,608+39.9% | $4,866+32.5% |
| Participant deferral / active EE | $4,426 | $6,423-31.1% | $6,026-26.6% | $5,352-17.3% |
| Admin fee / account holder | $270 | $9,516-97.2% | $8,175-96.7% | $9,540-97.2% |