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 | $57,154 | $167,307-65.8% | $143,757-60.2% | $134,475-57.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.03% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $12,078 | $5,619+114.9% | $4,951+144.0% | $4,740+154.8% |
| Participant deferral / active EE | $11,157 | $6,446+73.1% | $5,637+97.9% | $6,400+74.3% |
| Admin fee / account holder | $263 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |