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 | $35,518 | $97,757-63.7% | $83,848-57.6% | $135,375-73.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.57% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,076 | $4,222-27.1% | $3,631-15.3% | $4,779-35.6% |
| Participant deferral / active EE | $5,065 | $4,682+8.2% | $4,082+24.1% | $5,609-9.7% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |