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 | $63,782 | $133,958-52.4% | $112,228-43.2% | $134,475-52.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.40% | 47.11%-65.5pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,910 | $4,038+21.6% | $3,635+35.1% | $4,740+3.6% |
| Participant deferral / active EE | $5,893 | $5,291+11.4% | $4,728+24.6% | $6,400-7.9% |
| Admin fee / account holder | $212 | $7,489-97.2% | $6,410-96.7% | $11,426-98.1% |