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 | $54,222 | $76,000-28.7% | $154,107-64.8% | $64,186-15.5% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | -2.41% | 30.32%-32.7pp | 735.12%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,715 | $3,351-48.8% | $5,298-67.6% | $2,381-27.9% |
| Participant deferral / active EE | $3,826 | $3,175+20.5% | $5,081-24.7% | $3,470+10.3% |
| Admin fee / account holder | $287 | $5,596-94.9% | $13,411-97.9% | $4,888-94.1% |