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 | $65,706 | $127,386-48.4% | $115,037-42.9% | $125,391-47.6% |
| Participation rate | 73.9% | 84.2%-10.2pp | 81.4%-7.5pp | 83.2%-9.3pp |
| Annual return | -2.15% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,752 | $5,166-27.4% | $4,608-18.6% | $4,866-22.9% |
| Participant deferral / active EE | $5,873 | $6,423-8.6% | $6,026-2.5% | $5,352+9.8% |
| Admin fee / account holder | $259 | $9,516-97.3% | $8,175-96.8% | $9,540-97.3% |