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 | $35,736 | $180,449-80.2% | $154,107-76.8% | $135,375-73.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.02% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,725 | $6,035-71.4% | $5,298-67.4% | $4,779-63.9% |
| Participant deferral / active EE | $5,168 | $5,806-11.0% | $5,081+1.7% | $5,609-7.9% |
| Admin fee / account holder | $180 | $16,143-98.9% | $13,411-98.7% | $10,827-98.3% |