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 | $24,502 | $133,958-81.7% | $112,228-78.2% | $134,475-81.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.19% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,592 | $4,038-35.8% | $3,635-28.7% | $4,740-45.3% |
| Participant deferral / active EE | $3,537 | $5,291-33.1% | $4,728-25.2% | $6,400-44.7% |
| Admin fee / account holder | $199 | $7,489-97.3% | $6,410-96.9% | $11,426-98.3% |