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 | $42,651 | $133,958-68.2% | $112,228-62.0% | $134,475-68.3% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -20.47% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,671 | $4,038-9.1% | $3,635+1.0% | $4,740-22.5% |
| Participant deferral / active EE | $4,826 | $5,291-8.8% | $4,728+2.1% | $6,400-24.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |