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 | $94,193 | $180,449-47.8% | $154,107-38.9% | $135,375-30.4% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -6.56% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,578 | $6,035-73.8% | $5,298-70.2% | $4,779-67.0% |
| Participant deferral / active EE | $4,491 | $5,806-22.6% | $5,081-11.6% | $5,609-19.9% |
| Admin fee / account holder | $68 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |