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 | $77,475 | $167,484-53.7% | $151,611-48.9% | $134,475-42.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -16.52% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,282 | $6,829-66.6% | $6,166-63.0% | $4,740-51.8% |
| Participant deferral / active EE | $6,671 | $8,986-25.8% | $8,363-20.2% | $6,400+4.2% |
| Admin fee / account holder | $112 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |