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 | $82,022 | $180,449-54.5% | $154,107-46.8% | $135,375-39.4% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -6.40% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $7,037 | $6,035+16.6% | $5,298+32.8% | $4,779+47.2% |
| Participant deferral / active EE | $5,295 | $5,806-8.8% | $5,081+4.2% | $5,609-5.6% |
| Admin fee / account holder | $196 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |