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 | $65,379 | $180,449-63.8% | $154,107-57.6% | $135,375-51.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.96% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,898 | $6,035-68.5% | $5,298-64.2% | $4,779-60.3% |
| Participant deferral / active EE | $6,153 | $5,806+6.0% | $5,081+21.1% | $5,609+9.7% |
| Admin fee / account holder | $19 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |