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 | $35,477 | $127,100-72.1% | $105,738-66.4% | $135,375-73.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | -6.73% | 4.49%-11.2pp | 6.27%-13.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,679 | $4,107-59.1% | $3,268-48.6% | $4,779-64.9% |
| Participant deferral / active EE | $1,671 | $5,064-67.0% | $4,080-59.0% | $5,609-70.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |