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 | $37,201 | $106,543-65.1% | $91,220-59.2% | $134,475-72.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -16.28% | 160.60%-176.9pp | 114.01%-130.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,121 | $3,331-36.3% | $2,850-25.6% | $4,740-55.2% |
| Participant deferral / active EE | $4,624 | $4,719-2.0% | $4,234+9.2% | $6,400-27.8% |
| Admin fee / account holder | $200 | $6,231-96.8% | $5,420-96.3% | $11,426-98.3% |