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 | $38,910 | $180,449-78.4% | $154,107-74.8% | $135,375-71.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.73% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,382 | $6,035-77.1% | $5,298-73.9% | $4,779-71.1% |
| Participant deferral / active EE | $2,437 | $5,806-58.0% | $5,081-52.0% | $5,609-56.5% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |