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 | $36,942 | $127,386-71.0% | $115,037-67.9% | $125,391-70.5% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,413 | $5,166-53.3% | $4,608-47.6% | $4,866-50.4% |
| Participant deferral / active EE | $5,948 | $6,423-7.4% | $6,026-1.3% | $5,352+11.1% |
| Admin fee / account holder | $173 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |