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 | $72,281 | $129,942-44.4% | $104,294-30.7% | $134,475-46.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.18% | 42.03%-57.2pp | 24.61%-39.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $9,589 | $4,184+129.2% | $3,372+184.4% | $4,740+102.3% |
| Participant deferral / active EE | $5,631 | $5,588+0.8% | $4,625+21.7% | $6,400-12.0% |
| Admin fee / account holder | $35 | $9,323-99.6% | $7,339-99.5% | $11,426-99.7% |