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 | $26,537 | $138,065-80.8% | $123,544-78.5% | $135,375-80.4% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -7.63% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,393 | $5,151-53.5% | $4,628-48.3% | $4,779-49.9% |
| Participant deferral / active EE | $4,419 | $6,799-35.0% | $6,426-31.2% | $5,609-21.2% |
| Admin fee / account holder | $165 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |